Carolinas Wealth Consulting’s Shift4 FOUR Stock Holding History

Carolinas Wealth Consulting’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-338	Closed	-$35.1K	–	1044
2024 Q4	$35.1K	Hold	338	–	–	0.01%	405
2024 Q3	$29.9K	Hold	338	–	–	0.01%	427
2024 Q2	$24.8K	Hold	338	–	–	﹤0.01%	452
2024 Q1	$22.3K	Sell	338 -5	-1%	-$376	﹤0.01%	468
2023 Q4	$25.5K	Hold	343	–	–	0.01%	416
2023 Q3	$15.3K	Sell	343 -2	-0.6%	-$122	﹤0.01%	466
2023 Q2	$23.4K	Buy	345 +7	+2%	+$459	﹤0.01%	455
2023 Q1	$25.6K	Hold	338	–	–	0.01%	450
2022 Q4	$18.9K	Hold	338	–	–	﹤0.01%	507
2022 Q3	$15K	Hold	338	–	–	﹤0.01%	493
2022 Q2	$11K	Hold	338	–	–	﹤0.01%	552
2022 Q1	$21K	Hold	338	–	–	﹤0.01%	473
2021 Q4	$20K	Buy	+338	New	+$21.5K	﹤0.01%	489

Other funds holding FOUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Carolinas Wealth Consulting's FOUR Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 338 shares — an estimated $35.1K sold.

Carolinas Wealth Consulting first reported a position in FOUR in Q4 2021 and held it in 13 quarters. The position peaked at $35.1K in Q4 2024. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 338 Shift4 shares in Q1 2025, an estimated $35.1K.
Carolinas Wealth Consulting first reported a position in Shift4 in Q4 2021 and held it in 13 quarters.
Carolinas Wealth Consulting's Shift4 position peaked at $35.1K in Q4 2024.
441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.