Carolinas Wealth Consulting’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$330 | ﹤0.01% | 468 |
|
2023
Q4 | $25.5K | Hold |
343
| – | – | 0.01% | 416 |
|
2023
Q3 | $15.3K | Sell |
343
-2
| -0.6% | -$89 | ﹤0.01% | 466 |
|
2023
Q2 | $23.4K | Buy |
345
+7
| +2% | +$475 | ﹤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 | +$20K | ﹤0.01% | 489 |
|