LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
1,175
-520
| -31% | -$60K | ﹤0.01% | 319 |
|
|
2025
Q1 | $154K | Hold |
1,695
| – | – | ﹤0.01% | 294 |
|
|
2024
Q4 | $182K | Hold |
1,695
| – | – | ﹤0.01% | 291 |
|
|
2024
Q3 | $135K | Buy |
1,695
+40
| +2% | +$3.19K | ﹤0.01% | 315 |
|
|
2024
Q2 | $115K | Hold |
1,655
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $117K | Sell |
1,655
-100
| -6% | -$7.06K | ﹤0.01% | 319 |
|
|
2023
Q4 | $141K | Hold |
1,755
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $105K | Hold |
1,755
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $113K | Hold |
1,755
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $84.1K | Sell |
1,755
-1,440
| -45% | -$69K | ﹤0.01% | 363 |
|
|
2022
Q4 | $111K | Buy |
3,195
+355
| +13% | +$12.3K | ﹤0.01% | 333 |
|
|
2022
Q3 | $77K | Hold |
2,840
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $89K | Buy |
2,840
+1,943
| +217% | +$60.9K | ﹤0.01% | 369 |
|
|
2022
Q1 | $606K | Buy |
897
+53
| +6% | +$35.8K | 0.01% | 197 |
|
|
2021
Q4 | $1.16M | Buy |
844
+70
| +9% | +$96.5K | 0.01% | 158 |
|
|
2021
Q3 | $1.05M | Hold |
774
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $1.13M | Buy |
774
+235
| +44% | +$343K | 0.01% | 163 |
|
|
2021
Q1 | $596K | Buy |
539
+49
| +10% | +$54.2K | 0.01% | 198 |
|
|
2020
Q4 | $555K | Buy |
+490
| New | +$555K | 0.01% | 196 |
|