Cresset Asset Management’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
+2,514
| New | +$249K | ﹤0.01% | 1383 |
|
|
2024
Q4 | – | Sell |
-2,723
| Closed | -$241K | – | 1808 |
|
|
2024
Q3 | $241K | Buy |
+2,723
| New | +$241K | ﹤0.01% | 1873 |
|
|
2024
Q2 | – | Sell |
-5,128
| Closed | -$339K | – | 2012 |
|
|
2024
Q1 | $339K | Buy |
5,128
+1,155
| +29% | +$76.3K | ﹤0.01% | 1504 |
|
|
2023
Q4 | $295K | Sell |
3,973
-383
| -9% | -$28.5K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $241K | Buy |
+4,356
| New | +$241K | ﹤0.01% | 1504 |
|