Creative Planning’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
4,681
+799
| +21% | +$79.2K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $317K | Buy |
3,882
+362
| +10% | +$29.6K | ﹤0.01% | 2697 |
|
|
2024
Q4 | $365K | Buy |
3,520
+210
| +6% | +$21.8K | ﹤0.01% | 2502 |
|
|
2024
Q3 | $293K | Buy |
+3,310
| New | +$293K | ﹤0.01% | 2539 |
|
|
2022
Q3 | – | Sell |
-6,304
| Closed | -$208K | – | 2265 |
|
|
2022
Q2 | $208K | Buy |
6,304
+256
| +4% | +$8.45K | ﹤0.01% | 1850 |
|
|
2022
Q1 | $375K | Buy |
+6,048
| New | +$375K | ﹤0.01% | 1493 |
|