Octavia Wealth 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 | $543K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $248K | Buy |
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