United Advisor Group’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38,731	Closed	-$4.12M	–	385
2024 Q4	$4.12M	Sell	38,731 -1,364	-3%	-$145K	0.81%	30
2024 Q3	$3.21M	Buy	+40,095	New	+$3.21M	0.73%	34