Wealthspire Advisors (New York)’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 | $875K | Buy |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $696K | Sell |
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|
2021
Q3 | $861K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $830K | Buy |
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|
2020
Q4 | $479K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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