AWM
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Avitas Wealth Management’s Shift4 FOUR Stock Holding History

Avitas Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.62M Sell
15,563
-97
-0.6% -$10.1K 0.22% 104
2024
Q3 		$1.39M Sell
15,660
-7
-0% -$620 0.2% 121
2024
Q2 		$1.15M Buy
15,667
+5,516
+54% +$405K 0.17% 130
2024
Q1 		$671K Buy
+10,151
New +$671K 0.1% 156