CCWM
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Cassaday & Co Wealth Management’s Shift4 FOUR Stock Holding History

Cassaday & Co Wealth Management’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
-2,000
Closed -$208K – 326
2024
Q4 		$208K Buy
+2,000
New +$208K 0.01% 311