Plante Moran Financial 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 | $149K | Buy |
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|
2025
Q1 | $111K | Sell |
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|
2024
Q4 | $128K | Hold |
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|
2024
Q3 | $96.6K | Sell |
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|
2024
Q2 | $83K | Sell |
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|
2024
Q1 | $147K | Sell |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $46.4K | Hold |
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|
2023
Q2 | $54.9K | Buy |
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|
2023
Q1 | $38.8K | Hold |
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|
2022
Q4 | $28.1K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $79K | Sell |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $114K | Sell |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $182K | Sell |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $128K | Buy |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $15K | Sell |
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|
2019
Q3 | $135K | Buy |
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|
2019
Q2 | $3K | Buy |
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