Wellspring Financial Advisors’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
$207K Buy
2025
Q1
Sell
2024
Q4
$201K Buy
2022
Q1
Sell
2021
Q4
$218K Sell
2021
Q3
$216K Buy
2021
Q2
$205K Buy