United Capital Financial 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 | $1.9M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $865K | Buy |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $679K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.52M | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $15M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $7.86M | Buy |
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|
2020
Q3 | $4.26M | Sell |
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|
2020
Q2 | $6.98M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $3.63M | Buy |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $279K | Buy |
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