A detailed history of Lyell Wealth Management, LP transactions in Shopify Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 156,201 shares of SHOP stock, worth $12.6 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
156,201
Previous 129,160 20.94%
Holding current value
$12.6 Million
Previous $9.97 Million 3.51%
% of portfolio
0.99%
Previous 1.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$56.97 - $78.19 $1.54 Million - $2.11 Million
27,041 Added 20.94%
156,201 $10.3 Million
Q1 2024

May 03, 2024

BUY
$71.82 - $90.72 $158,363 - $200,037
2,205 Added 1.74%
129,160 $9.97 Million
Q4 2023

Feb 02, 2024

BUY
$46.4 - $79.11 $90,480 - $154,264
1,950 Added 1.56%
126,955 $9.89 Million
Q3 2023

Oct 31, 2023

SELL
$51.51 - $70.37 $1,287 - $1,759
-25 Reduced 0.02%
125,005 $6.82 Million
Q2 2023

Aug 04, 2023

SELL
$44.78 - $66.1 $68,513 - $101,132
-1,530 Reduced 1.21%
125,030 $8.08 Million
Q1 2023

May 03, 2023

BUY
$35.68 - $53.63 $28,722 - $43,172
805 Added 0.64%
126,560 $6.07 Million
Q4 2022

Jan 24, 2023

SELL
$25.46 - $43.4 $248,235 - $423,150
-9,750 Reduced 7.2%
125,755 $0
Q3 2022

Oct 24, 2022

SELL
$26.77 - $41.93 $13,251 - $20,755
-495 Reduced 0.36%
135,505 $3.65 Million
Q2 2022

Jul 28, 2022

BUY
$30.35 - $72.73 $3.71 Million - $8.9 Million
122,395 Added 899.63%
136,000 $4.25 Million
Q1 2022

May 04, 2022

SELL
$51.26 - $136.31 $36,907 - $98,143
-720 Reduced 5.03%
13,605 $9.2 Million
Q4 2021

Feb 08, 2022

BUY
$128.22 - $169.06 $14,232 - $18,765
111 Added 0.78%
14,325 $19.7 Million
Q3 2021

Nov 10, 2021

BUY
$134.65 - $164.33 $27,603 - $33,687
205 Added 1.46%
14,214 $19.3 Million
Q2 2021

Aug 09, 2021

SELL
$104.78 - $150.84 $14,669 - $21,117
-140 Reduced 0.99%
14,009 $20.5 Million
Q1 2021

May 07, 2021

SELL
$103.99 - $147.4 $124,684 - $176,732
-1,199 Reduced 7.81%
14,149 $15.7 Million
Q4 2020

Feb 04, 2021

SELL
$88.58 - $127.71 $21,082 - $30,394
-238 Reduced 1.53%
15,348 $17.4 Million
Q3 2020

Nov 04, 2020

SELL
$87.08 - $113.43 $64,090 - $83,484
-736 Reduced 4.51%
15,586 $15.9 Million
Q2 2020

Jul 30, 2020

SELL
$34.63 - $94.92 $4,259 - $11,675
-123 Reduced 0.75%
16,322 $15.5 Million
Q1 2020

May 11, 2020

SELL
$32.23 - $54.32 $1,772 - $2,987
-55 Reduced 0.33%
16,445 $6.86 Million
Q4 2019

Feb 05, 2020

BUY
$28.58 - $40.88 $11,060 - $15,820
387 Added 2.4%
16,500 $6.56 Million
Q3 2019

Nov 06, 2019

BUY
$29.55 - $40.7 $48,462 - $66,748
1,640 Added 11.33%
16,113 $5.02 Million
Q2 2019

Aug 01, 2019

BUY
$19.48 - $32.8 $10,675 - $17,974
548 Added 3.94%
14,473 $4.34 Million
Q1 2019

May 06, 2019

BUY
$12.98 - $20.82 $30,178 - $48,406
2,325 Added 20.04%
13,925 $2.88 Million
Q4 2018

Feb 11, 2019

SELL
$11.91 - $16.34 $44,471 - $61,013
-3,734 Reduced 24.35%
11,600 $1.61 Million
Q3 2018

Oct 30, 2018

BUY
$13.34 - $17.38 $105,466 - $137,406
7,906 Added 106.44%
15,334 $2.52 Million
Q2 2018

Jul 30, 2018

BUY
$11.69 - $17.28 $86,833 - $128,355
7,428 New
7,428 $1.08 Million

Others Institutions Holding SHOP

About SHOPIFY INC.


  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $96.2B
  • 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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