YHB Investment Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
2,730
+5
| +0.2% | +$577 | 0.02% | 249 |
|
|
2025
Q1 | $260K | Sell |
2,725
-11
| -0.4% | -$1.05K | 0.02% | 253 |
|
|
2024
Q4 | $291K | Hold |
2,736
| – | – | 0.02% | 234 |
|
|
2024
Q3 | $219K | Buy |
+2,736
| New | +$219K | 0.02% | 271 |
|
|
2024
Q2 | – | Sell |
-2,730
| Closed | -$211K | – | 283 |
|
|
2024
Q1 | $211K | Buy |
2,730
+25
| +0.9% | +$1.93K | 0.02% | 265 |
|
|
2023
Q4 | $211K | Buy |
+2,705
| New | +$211K | 0.02% | 258 |
|
|
2022
Q1 | – | Sell |
-2,420
| Closed | -$333K | – | 312 |
|
|
2021
Q4 | $333K | Buy |
2,420
+10
| +0.4% | +$1.38K | 0.03% | 247 |
|
|
2021
Q3 | $327K | Buy |
2,410
+180
| +8% | +$24.4K | 0.03% | 235 |
|
|
2021
Q2 | $326K | Hold |
2,230
| – | – | 0.03% | 237 |
|
|
2021
Q1 | $269K | Buy |
2,230
+50
| +2% | +$6.03K | 0.02% | 253 |
|
|
2020
Q4 | $247K | Buy |
2,180
+80
| +4% | +$9.06K | 0.02% | 254 |
|
|
2020
Q3 | $215K | Buy |
+2,100
| New | +$215K | 0.02% | 244 |
|