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 |
|