JFS Wealth Advisors’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 | $153K | Hold |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $133K | Buy |
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|
2024
Q3 | $84.7K | Buy |
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|
2024
Q2 | $63.2K | Hold |
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|
2024
Q1 | $73.9K | Buy |
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|
2023
Q4 | $68.6K | Buy |
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|
2023
Q3 | $47K | Sell |
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|
2023
Q2 | $56.7K | Buy |
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|
2023
Q1 | $41.1K | Buy |
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|
2022
Q4 | $29.4K | Sell |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $141K | Buy |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $87K | Buy |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6K | Buy |
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