EFG Asset Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,297
| Closed | -$3.98M | – | 184 |
|
|
2024
Q4 | $3.98M | Buy |
38,297
+10,585
| +38% | +$1.1M | 0.54% | 60 |
|
|
2024
Q3 | $2.46M | Buy |
27,712
+1,998
| +8% | +$177K | 0.41% | 102 |
|
|
2024
Q2 | $1.89M | Buy |
25,714
+4,366
| +20% | +$320K | 0.33% | 121 |
|
|
2024
Q1 | $1.41M | Buy |
21,348
+1,204
| +6% | +$79.6K | 0.24% | 162 |
|
|
2023
Q4 | $1.5M | Sell |
20,144
-843
| -4% | -$62.6K | 0.28% | 139 |
|
|
2023
Q3 | $1.16M | Sell |
20,987
-8,613
| -29% | -$477K | 0.28% | 130 |
|
|
2023
Q2 | $2.01M | Sell |
29,600
-3,138
| -10% | -$213K | 0.43% | 74 |
|
|
2023
Q1 | $2.48M | Sell |
32,738
-1,833
| -5% | -$139K | 0.55% | 60 |
|
|
2022
Q4 | $1.95M | Buy |
34,571
+10,433
| +43% | +$589K | 0.44% | 78 |
|
|
2022
Q3 | $1.08M | Buy |
24,138
+5,516
| +30% | +$246K | 0.25% | 133 |
|
|
2022
Q2 | $616K | Buy |
+18,622
| New | +$616K | 0.13% | 172 |
|