AssuredPartners Investment Advisors’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
8,648
+2,229
+35% +$221K 0.21% 91
2025
Q1
$524K Buy
6,419
+1,256
+24% +$103K 0.1% 193
2024
Q4
$536K Buy
+5,163
New +$536K 0.1% 191