Integrated Wealth Concepts’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.86M Buy
2025
Q1
$3.79M Buy
2024
Q4
$3.99M Buy
2024
Q3
$2.57M Buy
2024
Q2
$2.08M Sell
2024
Q1
$2.51M Buy
2023
Q4
$1.42M Sell
2023
Q3
$1.04M Sell
2023
Q2
$1.73M Buy
2023
Q1
$1.23M Buy
2022
Q4
$428K Sell
2022
Q3
$953K Buy
2022
Q2
$1.02M Buy
2022
Q1
$1.96M Buy
2021
Q4
$2.4M Buy
2021
Q3
$2.06M Buy
2021
Q2
$2.1M Buy
2021
Q1
$1.47M Buy
2020
Q4
$316K Buy
2020
Q3
$258K Sell
2020
Q2
$293K Buy