Marcum Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $703K | Buy |
|
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $690K | Buy |
|