Valley Wealth Managers’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 | $248K | Hold |
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2025
Q1 | $205K | Hold |
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2024
Q4 | $229K | Hold |
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2024
Q3 | $172K | Hold |
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2024
Q2 | $142K | Hold |
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2024
Q1 | $166K | Hold |
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2023
Q4 | $167K | Hold |
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2023
Q3 | $117K | Hold |
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2023
Q2 | $139K | Hold |
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2023
Q1 | $103K | Hold |
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2022
Q4 | $74.6K | Sell |
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2022
Q3 | $58K | Buy |
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2022
Q2 | $67K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $394K | Hold |
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2021
Q3 | $388K | Buy |
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2021
Q2 | $314K | Hold |
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2021
Q1 | $238K | Hold |
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2020
Q4 | $243K | Buy |
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