Obermeyer Wealth Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
6,191
+1,328
| +27% | +$153K | 0.04% | 131 |
|
|
2025
Q1 | $464K | Sell |
4,863
-444
| -8% | -$42.4K | 0.02% | 159 |
|
|
2024
Q4 | $564K | Buy |
5,307
+377
| +8% | +$40.1K | 0.03% | 138 |
|
|
2024
Q3 | $395K | Buy |
4,930
+200
| +4% | +$16K | 0.02% | 179 |
|
|
2024
Q2 | $312K | Buy |
4,730
+80
| +2% | +$5.28K | 0.02% | 192 |
|
|
2024
Q1 | $359K | Hold |
4,650
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $362K | Sell |
4,650
-120
| -3% | -$9.35K | 0.02% | 150 |
|
|
2023
Q3 | $260K | Buy |
4,770
+120
| +3% | +$6.55K | 0.02% | 173 |
|
|
2023
Q2 | $300K | Hold |
4,650
| – | – | 0.02% | 161 |
|
|
2023
Q1 | $223K | Buy |
+4,650
| New | +$223K | 0.02% | 196 |
|
|
2022
Q2 | – | Sell |
-5,150
| Closed | -$348K | – | 233 |
|
|
2022
Q1 | $348K | Hold |
5,150
| – | – | 0.02% | 150 |
|
|
2021
Q4 | $709K | Buy |
5,150
+910
| +21% | +$125K | 0.04% | 100 |
|
|
2021
Q3 | $575K | Sell |
4,240
-600
| -12% | -$81.4K | 0.03% | 112 |
|
|
2021
Q2 | $707K | Buy |
4,840
+300
| +7% | +$43.8K | 0.04% | 106 |
|
|
2021
Q1 | $502K | Buy |
4,540
+40
| +0.9% | +$4.42K | 0.03% | 128 |
|
|
2020
Q4 | $509K | Hold |
4,500
| – | – | 0.03% | 87 |
|
|
2020
Q3 | $460K | Sell |
4,500
-930
| -17% | -$95.1K | 0.03% | 88 |
|
|
2020
Q2 | $515K | Hold |
5,430
| – | – | 0.04% | 78 |
|
|
2020
Q1 | $226K | Buy |
5,430
+300
| +6% | +$12.5K | 0.02% | 106 |
|
|
2019
Q4 | $204K | Buy |
+5,130
| New | +$204K | 0.02% | 127 |
|