Crewe Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
1,357
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $111K | Buy |
1,357
+27
| +2% | +$2.21K | 0.02% | 188 |
|
|
2024
Q4 | $138K | Hold |
1,330
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $118K | Hold |
1,330
| – | – | 0.01% | 211 |
|
|
2024
Q2 | $97.6K | Hold |
1,330
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $87.9K | Sell |
1,330
-101
| -7% | -$6.67K | 0.01% | 296 |
|
|
2023
Q4 | $106K | Sell |
1,431
-20
| -1% | -$1.49K | 0.02% | 99 |
|
|
2023
Q3 | $80.3K | Hold |
1,451
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $98.5K | Hold |
1,451
| – | – | 0.01% | 205 |
|
|
2023
Q1 | $110K | Sell |
1,451
-39
| -3% | -$2.96K | 0.02% | 217 |
|
|
2022
Q4 | $83.3K | Sell |
1,490
-62
| -4% | -$3.47K | 0.01% | 240 |
|
|
2022
Q3 | $69K | Buy |
1,552
+670
| +76% | +$29.8K | 0.01% | 274 |
|
|
2022
Q2 | $29K | Buy |
+882
| New | +$29K | 0.01% | 359 |
|