AssetMark Inc’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.85K Sell
59
-3
-5% -$297 ﹤0.01% 2091
2025
Q1
$5.07K Buy
62
+37
+148% +$3.02K ﹤0.01% 1995
2024
Q4
$2.59K Buy
25
+7
+39% +$724 ﹤0.01% 2068
2024
Q3
$1.6K Buy
18
+9
+100% +$797 ﹤0.01% 1919
2024
Q2
$660 Sell
9
-18
-67% -$1.32K ﹤0.01% 1897
2024
Q1
$1.78K Buy
+27
New +$1.78K ﹤0.01% 1598