Corient Private Wealth’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.1M Buy
2025
Q1
$7.95M Buy
2024
Q4
$8.93M Buy
2024
Q3
$1.67M Buy
2024
Q2
$384K Buy