A detailed history of Sax Wealth Advisors, LLC transactions in Shopify Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,984 shares of SHOP stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,984
Previous 6,555 6.54%
Holding current value
$1.02 Million
Previous $974,000 4.62%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$146.04 - $179.01 $62,651 - $76,795
429 Added 6.54%
6,984 $1.02 Million
Q3 2025

Oct 20, 2025

BUY
$112.11 - $157.12 $23,094 - $32,366
206 Added 3.24%
6,555 $974,000
Q2 2025

Jul 23, 2025

BUY
$76.89 - $115.35 $5,997 - $8,997
78 Added 1.24%
6,349 $732,000
Q1 2025

May 14, 2025

BUY
$90.59 - $129.31 $198,845 - $283,835
2,195 Added 53.85%
6,271 $598,000
Q4 2024

Jan 15, 2025

BUY
$78.14 - $119.49 $105,332 - $161,072
1,348 Added 49.41%
4,076 $433,000
Q3 2024

Oct 17, 2024

BUY
$52.26 - $80.75 $142,565 - $220,286
2,728 New
2,728 $218,000

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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