Jessup Wealth Management, Inc SHOP Holdings History
Number of Shares
62,796.00
Current Holdings Value*
$6.00 Mil
% of Portfolio
2.52%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
16.61%
Jessup Wealth Management, Inc's Shopify Inc Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 62,796.00 shares of Shopify Inc(SHOP), totaling $6.00 Mil. This investment constitutes 2.52% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0% of the outstanding Shopify Inc(SHOP) stock.
The initial trade took place in 2025Q1. And since then Jessup Wealth Management, Inc has made 1 purchases of SHOP, at an average price of $108.97, for a total of 62,796.00 shares. Based on historical transaction data and SHOP's current price of $127.07, Jessup Wealth Management, Inc's estimated gain on his SHOP holdings is $1.14 Mil, reflecting a 16.61% gain to date.
Jessup Wealth Management, Inc SHOP ($127.07) Holding Chart
Jessup Wealth Management, Inc SHOP ($127.07) 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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