Venturi 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 Q1	–	Sell	-399	Closed	-$41.4K	–	1036
2024 Q4	$41.4K	Buy	399 +38	+11%	+$3.94K	﹤0.01%	1076
2024 Q3	$32K	Buy	361 +8	+2%	+$709	﹤0.01%	892
2024 Q2	$25.9K	Buy	+353	New	+$25.9K	﹤0.01%	869