Intellectus Partners’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
18,625
+2,700
+17% +$268K 0.4% 67
2025
Q1
$1.3M Sell
15,925
-900
-5% -$73.5K 0.32% 91
2024
Q4
$1.75M Buy
16,825
+75
+0.4% +$7.78K 0.39% 70
2024
Q3
$1.48M Buy
16,750
+2,200
+15% +$195K 0.38% 80
2024
Q2
$1.07M Buy
14,550
+4,900
+51% +$359K 0.29% 96
2024
Q1
$638K Buy
+9,650
New +$638K 0.17% 161