GM Advisory Group’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 |
-2,850
| Closed | -$233K | – | 291 |
|
|
2025
Q1 | $233K | Sell |
2,850
-1,010
| -26% | -$82.5K | 0.01% | 239 |
|
|
2024
Q4 | $401K | Sell |
3,860
-145
| -4% | -$15K | 0.02% | 186 |
|
|
2024
Q3 | $355K | Sell |
4,005
-1,005
| -20% | -$89K | 0.02% | 189 |
|
|
2024
Q2 | $367K | Buy |
5,010
+500
| +11% | +$36.7K | 0.02% | 172 |
|
|
2024
Q1 | $298K | Buy |
+4,510
| New | +$298K | 0.02% | 182 |
|