RSWM
Robertson Stephens Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
10,440
+2
| +0% | +$231 | 0.04% | 241 |
|
|
2025
Q1 | $997K | Sell |
10,438
-407
| -4% | -$38.9K | 0.03% | 266 |
|
|
2024
Q4 | $1.15M | Sell |
10,845
-606
| -5% | -$64.4K | 0.04% | 246 |
|
|
2024
Q3 | $918K | Sell |
11,451
-205
| -2% | -$16.4K | 0.03% | 293 |
|
|
2024
Q2 | $770K | Buy |
11,656
+37
| +0.3% | +$2.44K | 0.04% | 264 |
|
|
2024
Q1 | $897K | Hold |
11,619
| – | – | 0.05% | 248 |
|
|
2023
Q4 | $905K | Buy |
11,619
+100
| +0.9% | +$7.79K | 0.06% | 233 |
|
|
2023
Q3 | $629K | Buy |
11,519
+3,194
| +38% | +$174K | 0.04% | 266 |
|
|
2023
Q2 | $538K | Sell |
8,325
-470
| -5% | -$30.4K | 0.04% | 266 |
|
|
2023
Q1 | $422K | Hold |
8,795
| – | – | 0.03% | 311 |
|
|
2022
Q4 | $305K | Buy |
+8,795
| New | +$305K | 0.03% | 322 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$219K | – | 340 |
|
|
2021
Q2 | $219K | Buy |
+150
| New | +$219K | 0.03% | 307 |
|