Modera Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
2,678
+389
| +17% | +$44.9K | ﹤0.01% | 532 |
|
|
2025
Q1 | $219K | Hold |
2,289
| – | – | ﹤0.01% | 582 |
|
|
2024
Q4 | $243K | Buy |
+2,289
| New | +$243K | ﹤0.01% | 555 |
|
|
2023
Q3 | – | Sell |
-3,334
| Closed | -$215K | – | 576 |
|
|
2023
Q2 | $215K | Buy |
+3,334
| New | +$215K | ﹤0.01% | 516 |
|
|
2022
Q1 | – | Sell |
-1,560
| Closed | -$214K | – | 549 |
|
|
2021
Q4 | $214K | Buy |
+1,560
| New | +$214K | 0.01% | 545 |
|