Atria Wealth Solutions’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $240K | Buy |
+2,359
| New | +$240K | 0.01% | 1276 |
|
2025
Q1 | – | Sell |
-2,162
| Closed | -$224K | – | 1923 |
|
2024
Q4 | $224K | Sell |
2,162
-167
| -7% | -$17.3K | ﹤0.01% | 1720 |
|
2024
Q3 | $206K | Buy |
+2,329
| New | +$206K | ﹤0.01% | 1754 |
|
2023
Q3 | – | Sell |
-5,290
| Closed | -$359K | – | 1890 |
|
2023
Q2 | $359K | Buy |
+5,290
| New | +$359K | ﹤0.01% | 1327 |
|