Corient Private Wealth’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8M Buy
219,816
+122,504
+126% +$12.1M 0.02% 423
2025
Q1
$7.95M Buy
97,312
+11,312
+13% +$924K 0.01% 565
2024
Q4
$8.93M Buy
86,000
+67,140
+356% +$6.97M 0.01% 542
2024
Q3
$1.67M Buy
18,860
+13,629
+261% +$1.21M ﹤0.01% 1152
2024
Q2
$384K Buy
+5,231
New +$384K ﹤0.01% 1774