NewEdge Advisors’s Shift4 FOUR Stock Holding History

NewEdge 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	–	Sell
2025 Q1	$489K	Sell
2024 Q4	$2.07M	Sell
2024 Q3	$1.89M	Sell
2024 Q2	$2.24M	Buy
2024 Q1	$877K	Buy
2023 Q4	$2.97K	Hold
2023 Q3	$2.21K	Buy
2023 Q1	–	Sell
2022 Q4	$11.2K	Buy