Welch & Forbes’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 | $16.9M | Buy |
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|
2025
Q1 | $13.7M | Buy |
|
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|
2024
Q4 | $13.2M | Buy |
|
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|
2024
Q3 | $9.92M | Sell |
|
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|
2024
Q2 | $8.82M | Sell |
|
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|
2024
Q1 | $10.3M | Buy |
|
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|
2023
Q4 | $7.14M | Buy |
|
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|
2023
Q3 | $2.68M | Buy |
|
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|
2023
Q2 | $2.36M | Buy |
|
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|
2023
Q1 | $1.74M | Buy |
|
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|
2022
Q4 | $782K | Sell |
|
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|
2022
Q3 | $908K | Buy |
|
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|
2022
Q2 | $1.02M | Buy |
|
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|
2022
Q1 | $1.47M | Buy |
|
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|
2021
Q4 | $2.31M | Buy |
|
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|
2021
Q3 | $2.25M | Buy |
|
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|
2021
Q2 | $2.38M | Buy |
|
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|
2021
Q1 | $1.3M | Hold |
|
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|
2020
Q4 | $1.33M | Sell |
|
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|
2020
Q3 | $1.51M | Sell |
|
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|
2020
Q2 | $1.41M | Sell |
|
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|
2020
Q1 | $626K | Buy |
|
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|
2019
Q4 | $596K | Hold |
|
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|
2019
Q3 | $467K | Hold |
|
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|
2019
Q2 | $450K | Buy |
|
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|
2019
Q1 | $300K | Hold |
|
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|
2018
Q4 | $201K | Hold |
|
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|
2018
Q3 | $238K | Hold |
|
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|
2018
Q2 | $212K | Buy |
|