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