Beverly Hills Private Wealth’s Shift4 FOUR Stock Holding History

Beverly Hills Private Wealth’s Portfolio FOUR Stock Details FOUR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$207K	Hold
2025 Q2	$265K	Hold
2025 Q1	$218K	Buy
2024 Q4	$277K	Hold
2024 Q3	$236K	Buy