KMWM
Keudell/Morrison Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
4,070
+39
| +1% | +$4.5K | 0.1% | 124 |
|
|
2025
Q1 | $385K | Sell |
4,031
-24
| -0.6% | -$2.29K | 0.09% | 134 |
|
|
2024
Q4 | $431K | Sell |
4,055
-55
| -1% | -$5.85K | 0.11% | 122 |
|
|
2024
Q3 | $329K | Buy |
4,110
+602
| +17% | +$48.2K | 0.09% | 151 |
|
|
2024
Q2 | $232K | Buy |
+3,508
| New | +$232K | 0.07% | 183 |
|