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