Annex Advisory Services’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
3,537
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $289K | Hold |
3,537
| – | – | 0.01% | 251 |
|
|
2024
Q4 | $367K | Hold |
3,537
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $313K | Sell |
3,537
-1,179
| -25% | -$104K | 0.01% | 226 |
|
|
2024
Q2 | $346K | Hold |
4,716
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $312K | Buy |
+4,716
| New | +$312K | 0.01% | 221 |
|