WA
FOUR icon

WBH Advisory’s Shift4 FOUR Stock Holding History

WBH Advisory’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
+2,035
New +$202K 0.02% 330
2025
Q1 		– Sell
-2,035
Closed -$211K – 331
2024
Q4 		$211K Buy
+2,035
New +$211K 0.02% 309