A detailed history of Wealth Plan Investment Management, LLC transactions in Shopify Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,390 shares of SHOP stock, worth $349,035. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,390
Previous 3,632 34.2%
Holding current value
$349,035
Previous $418,000 15.07%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$112.11 - $157.12 $139,240 - $195,143
-1,242 Reduced 34.2%
2,390 $355,000
Q2 2025

Jul 28, 2025

BUY
$76.89 - $115.35 $81,503 - $122,271
1,060 Added 41.21%
3,632 $418,000
Q1 2025

May 09, 2025

SELL
$90.59 - $129.31 $49,824 - $71,120
-550 Reduced 17.62%
2,572 $245,000
Q4 2024

Jan 30, 2025

BUY
$78.14 - $119.49 $243,953 - $373,047
3,122 New
3,122 $331,000

Others Institutions Holding SHOP

About SHOPIFY INC.


  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $174B
  • 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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