Optimum 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
Q3 | $562K | Sell |
|
|||||
|
2025
Q2 | $551K | Hold |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $483K | Buy |
|
|||||
|
2024
Q3 | $317K | Sell |
|
|||||
|
2024
Q2 | $304K | Hold |
|
|||||
|
2024
Q1 | $355K | Hold |
|
|||||
|
2023
Q4 | $358K | Buy |
|
|||||
|
2023
Q3 | $223K | Sell |
|
|||||
|
2023
Q2 | $267K | Buy |
|
|||||
|
2023
Q1 | $178K | Sell |
|
|||||
|
2022
Q4 | $138K | Sell |
|
|||||
|
2022
Q3 | $115K | Hold |
|
|||||
|
2022
Q2 | $134K | Hold |
|
|||||
|
2022
Q1 | $289K | Buy |
|
|||||
|
2021
Q4 | $259K | Buy |
|
|||||
|
2021
Q3 | $225K | Hold |
|
|||||
|
2021
Q2 | $243K | Buy |
|
|||||
|
2021
Q1 | $156K | Buy |
|
|||||
|
2020
Q4 | $131K | Sell |
|
|||||
|
2020
Q3 | $129K | Buy |
|
|||||
|
2020
Q2 | $71K | Sell |
|
|||||
|
2020
Q1 | $206K | Buy |
|
|||||
|
2019
Q4 | $173K | Buy |
|
|||||
|
2019
Q3 | $5K | Sell |
|
|||||
|
2019
Q2 | $60K | Sell |
|
|||||
|
2019
Q1 | $83K | Buy |
|
|||||
|
2018
Q4 | $28K | Buy |
|