JFS Wealth Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694 | Sell |
7
-11
| -61% | -$1.09K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $1.47K | Sell |
18
-8
| -31% | -$654 | ﹤0.01% | 1570 |
|
|
2024
Q4 | $2.7K | Buy |
26
+8
| +44% | +$830 | ﹤0.01% | 1356 |
|
|
2024
Q3 | $1.6K | Buy |
18
+1
| +6% | +$89 | ﹤0.01% | 1576 |
|
|
2024
Q2 | $1.25K | Buy |
17
+6
| +55% | +$440 | ﹤0.01% | 1616 |
|
|
2024
Q1 | $727 | Hold |
11
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q4 | $818 | Hold |
11
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q3 | $610 | Buy |
11
+4
| +57% | +$222 | ﹤0.01% | 1709 |
|
|
2023
Q2 | $476 | Buy |
7
+2
| +40% | +$136 | ﹤0.01% | 1767 |
|
|
2023
Q1 | $379 | Buy |
5
+4
| +400% | +$303 | ﹤0.01% | 1753 |
|
|
2022
Q4 | $56 | Buy |
+1
| New | +$56 | ﹤0.01% | 1918 |
|