IAS
IMA Advisory Services’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
21,571
-134
| -0.6% | -$13.3K | 0.23% | 77 |
|
|
2025
Q1 | $1.77M | Sell |
21,705
-3,820
| -15% | -$312K | 0.21% | 81 |
|
|
2024
Q4 | $2.65M | Sell |
25,525
-282
| -1% | -$29.3K | 0.32% | 67 |
|
|
2024
Q3 | $2.29M | Sell |
25,807
-452
| -2% | -$40K | 0.5% | 61 |
|
|
2024
Q2 | $1.93M | Buy |
26,259
+666
| +3% | +$48.9K | 0.85% | 38 |
|
|
2024
Q1 | $1.69M | Sell |
25,593
-1,562
| -6% | -$103K | 0.8% | 41 |
|
|
2023
Q4 | $2.02M | Sell |
27,155
-2,059
| -7% | -$153K | 1.01% | 34 |
|
|
2023
Q3 | $1.62M | Sell |
29,214
-457
| -2% | -$25.3K | 0.42% | 70 |
|
|
2023
Q2 | $2.01M | Buy |
29,671
+4,616
| +18% | +$313K | 0.52% | 61 |
|
|
2023
Q1 | $1.9M | Sell |
25,055
-32,170
| -56% | -$2.44M | 0.49% | 60 |
|
|
2022
Q4 | $3.2M | Sell |
57,225
-17,639
| -24% | -$987K | 0.85% | 27 |
|
|
2022
Q3 | $3.34M | Sell |
74,864
-4,734
| -6% | -$211K | 0.9% | 28 |
|
|
2022
Q2 | $2.63M | Buy |
79,598
+3,522
| +5% | +$116K | 0.64% | 46 |
|
|
2022
Q1 | $4.71M | Buy |
76,076
+32,374
| +74% | +$2M | 1.08% | 17 |
|
|
2021
Q4 | $2.53M | Buy |
+43,702
| New | +$2.53M | 0.56% | 60 |
|