CPA
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Capital Planning Advisors’s Shift4 FOUR Stock Holding History

Capital Planning Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$1.04M – 139
2024
Q4 		$1.04M Hold
10,000
– – 0.16% 79
2024
Q3 		$886K Sell
10,000
-4,134
-29% -$366K 0.13% 79
2024
Q2 		$1.04M Hold
14,134
– – 0.18% 73
2024
Q1 		$934K Buy
+14,134
New +$934K 0.16% 74