HMS Capital Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
4,527
-30
| -0.7% | -$2.97K | 0.2% | 77 |
|
|
2025
Q1 | $341K | Sell |
4,557
-49
| -1% | -$3.66K | 0.19% | 82 |
|
|
2024
Q4 | $478K | Sell |
4,606
-7
| -0.2% | -$726 | 0.23% | 72 |
|
|
2024
Q3 | $409K | Buy |
4,613
+1,203
| +35% | +$107K | 0.2% | 82 |
|
|
2024
Q2 | $250K | Hold |
3,410
| – | – | 0.13% | 97 |
|
|
2024
Q1 | $225K | Buy |
3,410
+175
| +5% | +$11.6K | 0.12% | 105 |
|
|
2023
Q4 | $240K | Buy |
+3,235
| New | +$240K | 0.15% | 97 |
|
|
2023
Q3 | – | Sell |
-3,393
| Closed | -$230K | – | 110 |
|
|
2023
Q2 | $230K | Buy |
3,393
+33
| +1% | +$2.24K | 0.14% | 104 |
|
|
2023
Q1 | $255K | Buy |
+3,360
| New | +$255K | 0.16% | 98 |
|