Nichols & Pratt Advisers’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
4,668
| – | – | 0.04% | 81 |
|
|
2025
Q1 | $446K | Sell |
4,668
-1,832
| -28% | -$175K | 0.03% | 78 |
|
|
2024
Q4 | $691K | Hold |
6,500
| – | – | 0.05% | 75 |
|
|
2024
Q3 | $521K | Buy |
+6,500
| New | +$521K | 0.03% | 77 |
|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$234K | – | 106 |
|
|
2023
Q4 | $234K | Sell |
3,000
-2,000
| -40% | -$156K | 0.02% | 98 |
|
|
2023
Q3 | $273K | Sell |
5,000
-5,000
| -50% | -$273K | 0.02% | 97 |
|
|
2023
Q2 | $646K | Buy |
+10,000
| New | +$646K | 0.05% | 79 |
|