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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