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Investment Insight Wealth Management, LLC → SHOP
Investment Insight Wealth Management, LLC SHOP Position History
Shopify Inc. • Technology
Quarters held
4
Latest value
$3.4M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $2.7M |
| Q2 2026 | $2.6M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 22.8K | — | — |
| Q2 2026 | $2.6M | 22.9K | — | — |
| Q1 2026 | $2.7M | 22.7K | — | — |
| Q4 2025 | $3.6M | 22.6K | — | — |