Summit Trail Advisors’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 | $726K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $760K | Buy |
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|
2021
Q4 | $748K | Buy |
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|
2021
Q3 | $573K | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $427K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $20K | Buy |
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