Edgestream Partners’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29,794
Closed -$2.43M 914
2025
Q1
$2.43M Buy
29,794
+10,718
+56% +$876K 0.08% 436
2024
Q4
$1.98M Buy
+19,076
New +$1.98M 0.08% 403
2024
Q2
Sell
-14,705
Closed -$972K 914
2024
Q1
$972K Sell
14,705
-4,360
-23% -$288K 0.05% 509
2023
Q4
$1.42M Buy
19,065
+7,190
+61% +$535K 0.1% 335
2023
Q3
$658K Sell
11,875
-14,493
-55% -$802K 0.05% 522
2023
Q2
$1.79M Buy
+26,368
New +$1.79M 0.16% 211