Heritage Wealth 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
$16.6K Hold
167
﹤0.01% 387
2025
Q1
$13.6K Hold
167
﹤0.01% 403
2024
Q4
$17.3K Buy
+167
New +$17.3K ﹤0.01% 396