Williams Jones Wealth Management’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 | $1.02M | Hold |
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|
2025
Q1 | $842K | Hold |
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|
2024
Q4 | $938K | Hold |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $453K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $978K | Buy |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $487K | Hold |
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|
2019
Q3 | $382K | Buy |
|