SWM
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Segment Wealth Management’s Shopify SHOP Stock Holding History

Segment Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.71M Buy
23,476
+1,194
+5% +$138K 0.17% 94
2025
Q1 		$2.13M Buy
22,282
+20,052
+899% +$1.91M 0.14% 96
2024
Q4 		$237K Buy
+2,230
New +$237K 0.02% 242