Obermeyer Wealth Partners’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 | $934K | Buy |
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|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $509K | Hold |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $515K | Hold |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $204K | Buy |
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