Kestra Private Wealth Services’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 | $6.37M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $3.79M | Sell |
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|
2024
Q2 | $3.23M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.23M | Buy |
|
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|
2022
Q4 | $865K | Sell |
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|
2022
Q3 | $811K | Buy |
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|
2022
Q2 | $831K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.5M | Buy |
|