WealthPLAN Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $445K | Buy |
|
|||||
|
2025
Q2 | $201K | Sell |
|
|||||
|
2025
Q1 | $221K | Hold |
|
|||||
|
2024
Q4 | $246K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $200K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $135K | Sell |
|
|||||
|
2023
Q1 | $124K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $300K | Buy |
|
|||||
|
2021
Q3 | $465K | Hold |
|
|||||
|
2021
Q2 | $454K | Hold |
|
|||||
|
2021
Q1 | $350K | Sell |
|
|||||
|
2020
Q4 | $392K | Sell |
|
|||||
|
2020
Q3 | $298K | Buy |
|
|||||
|
2020
Q2 | $292K | Buy |
|
|||||
|
2020
Q1 | $217K | Buy |
|