Schaper Benz & Wise Investment Counsel’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
2,668
+41
| +2% | +$4.73K | 0.02% | 133 |
|
|
2025
Q1 | $251K | Buy |
2,627
+37
| +1% | +$3.53K | 0.02% | 141 |
|
|
2024
Q4 | $275K | Hold |
2,590
| – | – | 0.02% | 137 |
|
|
2024
Q3 | $208K | Buy |
+2,590
| New | +$208K | 0.02% | 149 |
|
|
2024
Q1 | – | Sell |
-2,590
| Closed | -$202K | – | 149 |
|
|
2023
Q4 | $202K | Buy |
+2,590
| New | +$202K | 0.02% | 132 |
|
|
2022
Q1 | – | Sell |
-2,590
| Closed | -$357K | – | 152 |
|
|
2021
Q4 | $357K | Hold |
2,590
| – | – | 0.03% | 123 |
|
|
2021
Q3 | $351K | Hold |
2,590
| – | – | 0.03% | 107 |
|
|
2021
Q2 | $378K | Hold |
2,590
| – | – | 0.03% | 106 |
|
|
2021
Q1 | $287K | Hold |
2,590
| – | – | 0.03% | 109 |
|
|
2020
Q4 | $293K | Hold |
2,590
| – | – | 0.03% | 108 |
|
|
2020
Q3 | $265K | Hold |
2,590
| – | – | 0.03% | 103 |
|
|
2020
Q2 | $246K | Buy |
+2,590
| New | +$246K | 0.03% | 105 |
|