Spire 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 | $50.7K | Sell |
512
-500
| -49% | -$49.6K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $82.7K | Buy |
1,012
+196
| +24% | +$16K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $84.7K | Hold |
816
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q3 | $72.3K | Buy |
816
+800
| +5,000% | +$70.9K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $1.17K | Buy |
+16
| New | +$1.17K | ﹤0.01% | 2098 |
|
|
2024
Q1 | – | Sell |
-172
| Closed | -$12.9K | – | 2343 |
|
|
2023
Q4 | $12.9K | Sell |
172
-1,206
| -88% | -$90.7K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $76.3K | Sell |
1,378
-1,473
| -52% | -$81.6K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $194K | Sell |
2,851
-486
| -15% | -$33K | 0.01% | 725 |
|
|
2023
Q1 | $253K | Buy |
3,337
+2,972
| +814% | +$225K | 0.01% | 657 |
|
|
2022
Q4 | $20K | Hold |
365
| – | – | ﹤0.01% | 1362 |
|
|
2022
Q3 | $16K | Sell |
365
-25
| -6% | -$1.1K | ﹤0.01% | 1404 |
|
|
2022
Q2 | $13K | Buy |
+390
| New | +$13K | ﹤0.01% | 1829 |
|
|
2022
Q1 | – | Sell |
-523
| Closed | -$30K | – | 2651 |
|
|
2021
Q4 | $30K | Buy |
+523
| New | +$30K | ﹤0.01% | 1947 |
|
|
2021
Q3 | – | Sell |
-3,700
| Closed | -$347K | – | 2598 |
|
|
2021
Q2 | $347K | Sell |
3,700
-600
| -14% | -$56.3K | 0.01% | 724 |
|
|
2021
Q1 | $355K | Buy |
+4,300
| New | +$355K | 0.01% | 790 |
|