Number of Shares
61,721.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
5.29%
Total Estimate Gain
$-99,176.02
% of Total Estimate Gain
-1.14%

Synergy Financial Group, LTD's Shopify Inc Holding Summary

As of 2025-03-31, Synergy Financial Group, LTD held 61,721.00 shares of Shopify Inc(SHOP), totaling $5.89 Mil. This investment constitutes 5.29% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Shopify Inc(SHOP) stock.

The initial trade took place in 2021Q4. And since then Synergy Financial Group, LTD has made 8 purchases of SHOP, at an average price of $114.30, for a total of 76,278.00 shares. In addition, there have been 5 sales at an average price of $53.35 for 14,557.00 shares. Based on historical transaction data and SHOP's current price of $127.07, Synergy Financial Group, LTD's estimated gain on his SHOP holdings is $-99,176.02, reflecting a -1.14% gain to date.

Synergy Financial Group, LTD SHOP ($127.07) Holding Chart

Synergy Financial Group, LTD 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 %

Top Ranked Articles

  • 1