AWM
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Activest Wealth Management’s Shift4 FOUR Stock Holding History

Activest Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$327 – 1189
2025
Q1 		$327 Buy
+4
New +$327 ﹤0.01% 895
2023
Q1 		– Sell
-345
Closed -$19.3K – 401
2022
Q4 		$19.3K Hold
345
– – 0.01% 265
2022
Q3 		$15K Buy
+345
New +$15K ﹤0.01% 276