Montgomery Investment Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Hold |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $510K | Hold |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $374K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $661K | Hold |
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|
2021
Q3 | $651K | Hold |
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|
2021
Q2 | $701K | Hold |
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|
2021
Q1 | $531K | Hold |
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|
2020
Q4 | $543K | Hold |
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|
2020
Q3 | $491K | Hold |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $208K | Buy |
|