JSAM
J. Safra Asset Management’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,194
| Closed | -$261K | – | 334 |
|
|
2025
Q1 | $261K | Buy |
3,194
+173
| +6% | +$14.1K | 0.02% | 95 |
|
|
2024
Q4 | $317K | Buy |
3,021
+2,033
| +206% | +$213K | 0.03% | 89 |
|
|
2024
Q3 | $86.8K | Hold |
988
| – | – | 0.01% | 124 |
|
|
2024
Q2 | $72.5K | Buy |
988
+202
| +26% | +$14.8K | 0.01% | 114 |
|
|
2024
Q1 | $51.9K | Buy |
786
+347
| +79% | +$22.9K | 0.01% | 85 |
|
|
2023
Q4 | $32.6K | Hold |
439
| – | – | ﹤0.01% | 89 |
|
|
2023
Q3 | $24.3K | Buy |
+439
| New | +$24.3K | ﹤0.01% | 92 |
|