Loring Wolcott & Coolidge Fiduciary 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 | $136K | Sell |
|
|||||
|
2025
Q1 | $154K | Hold |
|
|||||
|
2024
Q4 | $182K | Hold |
|
|||||
|
2024
Q3 | $135K | Buy |
|
|||||
|
2024
Q2 | $115K | Hold |
|
|||||
|
2024
Q1 | $117K | Sell |
|
|||||
|
2023
Q4 | $141K | Hold |
|
|||||
|
2023
Q3 | $105K | Hold |
|
|||||
|
2023
Q2 | $113K | Hold |
|
|||||
|
2023
Q1 | $84.1K | Sell |
|
|||||
|
2022
Q4 | $111K | Buy |
|
|||||
|
2022
Q3 | $77K | Hold |
|
|||||
|
2022
Q2 | $89K | Sell |
|
|||||
|
2022
Q1 | $606K | Buy |
|
|||||
|
2021
Q4 | $1.16M | Buy |
|
|||||
|
2021
Q3 | $1.05M | Hold |
|
|||||
|
2021
Q2 | $1.13M | Buy |
|
|||||
|
2021
Q1 | $596K | Buy |
|
|||||
|
2020
Q4 | $555K | Buy |
|