Waldron Private Wealth’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	-2,164	Closed	-$230K	–	408
2024 Q4	$230K	Hold	2,164	–	–	0.01%	381
2024 Q3	$173K	Buy	+2,164	New	+$173K	0.01%	405