Mount Yale Investment Advisors’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 | $933K | Buy |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $287K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $4M | Sell |
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|
2021
Q3 | $3.97M | Buy |
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|
2021
Q2 | $3.79M | Sell |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $4.61M | Buy |
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|
2020
Q1 | $2.01M | Sell |
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|
2019
Q4 | $3.63M | Sell |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $2.82M | Sell |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $2.48M | Sell |
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|
2018
Q3 | $2.29M | Buy |
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|
2018
Q2 | $2.18M | Buy |
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