Number of Shares
8,350.00
Current Holdings Value*
$797,260.00
% of Portfolio
0.85%
Total Estimate Gain
$566,934.30
% of Total Estimate Gain
95.09%

Alan B Lancz & Associates, Inc.'s Shopify Inc Holding Summary

As of 2025-03-31, Alan B Lancz & Associates, Inc. held 8,350.00 shares of Shopify Inc(SHOP), totaling $797,260.00. This investment constitutes 0.85% of their stock portfolio, and Alan B Lancz & Associates, Inc. now holds 0% of the outstanding Shopify Inc(SHOP) stock.

The initial trade took place in 2022Q4. And since then Alan B Lancz & Associates, Inc. has made 4 purchases of SHOP, at an average price of $60.47, for a total of 9,860.00 shares. In addition, there have been 3 sales at an average price of $86.19 for 1,510.00 shares. Based on historical transaction data and SHOP's current price of $123.71, Alan B Lancz & Associates, Inc.'s estimated gain on his SHOP holdings is $566,934.30, reflecting a 95.09% gain to date.

Alan B Lancz & Associates, Inc. SHOP ($123.71) Holding Chart

Alan B Lancz & Associates, Inc. SHOP ($123.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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