Montag & Associates’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 | $1.97M | Sell |
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|
2025
Q1 | $1.71M | Hold |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.39M | Hold |
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|
2023
Q3 | $977K | Buy |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $2.23M | Hold |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $1.79M | Hold |
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|
2020
Q4 | $1.83M | Buy |
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