Kozak & Associates’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 | $317K | Buy |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $443K | Hold |
|
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $139K | Hold |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $896K | Buy |
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|
2020
Q4 | $683K | Buy |
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