Schechter Investment Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.03M | Buy |
21,273
+470
| +2% | +$44.9K | 0.17% | 121 |
|
|
2024
Q4 | $2.21M | Sell |
20,803
-661
| -3% | -$70.3K | 0.17% | 115 |
|
|
2024
Q3 | $1.72M | Buy |
21,464
+6,459
| +43% | +$518K | 0.13% | 158 |
|
|
2024
Q2 | $991K | Buy |
15,005
+10,940
| +269% | +$723K | 0.07% | 240 |
|
|
2024
Q1 | $314K | Buy |
4,065
+563
| +16% | +$43.4K | 0.02% | 491 |
|
|
2023
Q4 | $273K | Buy |
+3,502
| New | +$273K | 0.02% | 485 |
|