A detailed history of Holistic Financial Partners transactions in Shopify Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 3,036 shares of SHOP stock, worth $330,772. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,036
Previous 3,547 14.41%
Holding current value
$330,772
Previous $234,000 3.85%
% of portfolio
0.12%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$52.26 - $80.75 $26,704 - $41,263
-511 Reduced 14.41%
3,036 $243,000
Q2 2024

Jul 30, 2024

BUY
$56.97 - $78.19 $10,368 - $14,230
182 Added 5.41%
3,547 $234,000
Q1 2024

May 08, 2024

BUY
$71.82 - $90.72 $19,750 - $24,948
275 Added 8.9%
3,365 $259,000
Q4 2023

Feb 12, 2024

SELL
$46.4 - $79.11 $122,078 - $208,138
-2,631 Reduced 45.99%
3,090 $240,000
Q2 2023

Aug 09, 2023

BUY
$44.78 - $66.1 $1,209 - $1,784
27 Added 0.47%
5,721 $369,000
Q1 2023

May 04, 2023

BUY
$35.68 - $53.63 $203,161 - $305,369
5,694 New
5,694 $272,000
Q2 2022

Aug 02, 2022

SELL
$30.35 - $72.73 $15,296 - $36,655
-504 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$51.26 - $136.31 $6,151 - $16,357
120 Added 31.25%
504 $341,000
Q4 2021

Feb 11, 2022

BUY
$128.22 - $169.06 $6,923 - $9,129
54 Added 16.36%
384 $529,000
Q3 2021

Nov 12, 2021

BUY
$134.65 - $164.33 $538 - $657
4 Added 1.23%
330 $447,000
Q2 2021

Aug 13, 2021

BUY
$104.78 - $150.84 $4,924 - $7,089
47 Added 16.85%
326 $476,000
Q4 2020

Feb 10, 2021

SELL
$88.58 - $127.71 $3,808 - $5,491
-43 Reduced 13.35%
279 $316,000
Q3 2020

Nov 13, 2020

BUY
$87.08 - $113.43 $28,039 - $36,524
322 New
322 $329,000

Others Institutions Holding SHOP

About SHOPIFY INC.


  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $130B
  • Description
  • Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company's platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physic...
More about SHOP
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