Robertson Stephens Wealth Management’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 | $1.2M | Buy |
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|
2025
Q1 | $997K | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $918K | Sell |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $897K | Hold |
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|
2023
Q4 | $905K | Buy |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $305K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $219K | Buy |
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