Carson Wealth (CWM LLC)’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
2,075
-64
| -3% | -$6.35K | ﹤0.01% | 2147 |
|
|
2025
Q1 | $175K | Sell |
2,139
-27
| -1% | -$2.21K | ﹤0.01% | 2013 |
|
|
2024
Q4 | $225K | Sell |
2,166
-48
| -2% | -$4.99K | ﹤0.01% | 1751 |
|
|
2024
Q3 | $196K | Buy |
2,214
+1,083
| +96% | +$95.9K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $83K | Buy |
1,131
+241
| +27% | +$17.7K | ﹤0.01% | 2100 |
|
|
2024
Q1 | $59K | Buy |
890
+385
| +76% | +$25.5K | ﹤0.01% | 2186 |
|
|
2023
Q4 | $38K | Sell |
505
-197
| -28% | -$14.8K | ﹤0.01% | 2338 |
|
|
2023
Q3 | $39K | Buy |
702
+168
| +31% | +$9.33K | ﹤0.01% | 2216 |
|
|
2023
Q2 | $36K | Sell |
534
-12
| -2% | -$809 | ﹤0.01% | 2225 |
|
|
2023
Q1 | $41K | Buy |
546
+27
| +5% | +$2.03K | ﹤0.01% | 2007 |
|
|
2022
Q4 | $29K | Buy |
519
+111
| +27% | +$6.2K | ﹤0.01% | 2105 |
|
|
2022
Q3 | $18K | Sell |
408
-10
| -2% | -$441 | ﹤0.01% | 2282 |
|
|
2022
Q2 | $14K | Buy |
418
+316
| +310% | +$10.6K | ﹤0.01% | 2357 |
|
|
2022
Q1 | $6K | Buy |
102
+96
| +1,600% | +$5.65K | ﹤0.01% | 2736 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3518 |
|
|
2021
Q2 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2021
Q1 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2020
Q4 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2020
Q3 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2020
Q2 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2020
Q1 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q4 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q3 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q2 | $9K | Hold |
98
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q1 | $9K | Buy |
+98
| New | +$9K | ﹤0.01% | 2137 |
|