YHB Investment 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
Q3 | $406K | Hold |
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|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | $215K | Buy |
|