SAM
Silvercrest Asset Management’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1,000K | Sell |
10,085
-1,469
| -13% | -$146K | 0.01% | 630 |
|
|
2025
Q1 | $944K | Buy |
11,554
+437
| +4% | +$35.7K | 0.01% | 626 |
|
|
2024
Q4 | $1.15M | Buy |
11,117
+925
| +9% | +$96K | 0.01% | 597 |
|
|
2024
Q3 | $903K | Buy |
10,192
+81
| +0.8% | +$7.18K | 0.01% | 577 |
|
|
2024
Q2 | $742K | Buy |
+10,111
| New | +$742K | 0.01% | 657 |
|
|
2021
Q2 | – | Sell |
-4,111
| Closed | -$337K | – | 852 |
|
|
2021
Q1 | $337K | Buy |
4,111
+368
| +10% | +$30.2K | ﹤0.01% | 729 |
|
|
2020
Q4 | $282K | Buy |
+3,743
| New | +$282K | ﹤0.01% | 723 |
|