Mark Sheptoff Financial Planning’s Shopify SHOP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$31.9K	–	462
2024 Q4	$31.9K	Buy	300 +100	+50%	+$9.73K	0.02%	213
2024 Q3	$16K	Buy	+200	New	+$13.8K	0.01%	264
2021 Q4	–	Sell	-1,700	Closed	-$230K	–	476
2021 Q3	$230K	Hold	1,700	–	–	0.13%	98
2021 Q2	$248K	Hold	1,700	–	–	0.13%	90
2021 Q1	$188K	Hold	1,700	–	–	0.11%	100
2020 Q4	$192K	Hold	1,700	–	–	0.11%	98
2020 Q3	$174K	Sell	1,700 -250	-13%	-$24.9K	0.11%	95
2020 Q2	$185K	Buy	1,950 +250	+15%	+$17.4K	0.12%	93
2020 Q1	$71K	Buy	1,700 +200	+13%	+$9.02K	0.05%	118
2019 Q4	$60K	Hold	1,500	–	–	0.04%	142
2019 Q3	$47K	Hold	1,500	–	–	0.03%	149
2019 Q2	$45K	Hold	1,500	–	–	0.03%	164
2019 Q1	$31K	Hold	1,500	–	–	0.02%	181
2018 Q4	$21K	Hold	1,500	–	–	0.02%	190
2018 Q3	$25K	Hold	1,500	–	–	0.02%	216
2018 Q2	$22K	Buy	+1,500	New	+$21.2K	0.02%	219

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's SHOP Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Shopify (SHOP) in Q1 2025, closing a stake of 300 shares — an estimated $31.9K sold.

Mark Sheptoff Financial Planning first reported a position in SHOP in Q2 2018 and held it in 16 quarters. The position peaked at $248K in Q2 2021. 1,480 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Shopify shares in Q1 2025, an estimated $31.9K.
Mark Sheptoff Financial Planning first reported a position in Shopify in Q2 2018 and held it in 16 quarters.
Mark Sheptoff Financial Planning's Shopify position peaked at $248K in Q2 2021.
1,480 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.