Perigon Wealth Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
4,312
+190
| +5% | +$18.8K | 0.01% | 721 |
|
|
2025
Q1 | $337K | Buy |
4,122
+213
| +5% | +$17.4K | 0.01% | 769 |
|
|
2024
Q4 | $419K | Buy |
3,909
+133
| +4% | +$14.3K | 0.01% | 691 |
|
|
2024
Q3 | $335K | Buy |
3,776
+154
| +4% | +$13.6K | 0.01% | 741 |
|
|
2024
Q2 | $266K | Buy |
+3,622
| New | +$266K | 0.01% | 735 |
|