Cerity Partners’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$358K Sell
2025
Q2
$527K Buy
2025
Q1
$416K Buy
2024
Q4
$480K Buy
2024
Q3
$302K Buy