JFS Wealth Advisors’s Shift4 FOUR Stock Holding History

JFS Wealth Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$694	Sell
2025 Q1	$1.47K	Sell
2024 Q4	$2.7K	Buy
2024 Q3	$1.59K	Buy
2024 Q2	$1.25K	Buy
2024 Q1	$727	Hold
2023 Q4	$818	Hold
2023 Q3	$610	Buy
2023 Q2	$476	Buy
2023 Q1	$379	Buy
2022 Q4	$56	Buy