Avior Wealth Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,107
| Closed | -$417K | – | 724 |
|
2025
Q1 | $417K | Hold |
5,107
| – | – | 0.02% | 458 |
|
2024
Q4 | $530K | Buy |
5,107
+432
| +9% | +$44.8K | 0.02% | 432 |
|
2024
Q3 | $414K | Buy |
4,675
+1,130
| +32% | +$100K | 0.02% | 500 |
|
2024
Q2 | $260K | Buy |
3,545
+3,512
| +10,642% | +$258K | 0.01% | 606 |
|
2024
Q1 | $2.18K | Buy |
33
+2
| +6% | +$132 | ﹤0.01% | 2260 |
|
2023
Q4 | $2.3K | Buy |
+31
| New | +$2.3K | ﹤0.01% | 1287 |
|