WCM Investment Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-265,128
| Closed | -$23.3M | – | 307 |
|
|
2024
Q3 | $23.3M | Buy |
265,128
+1,526
| +0.6% | +$134K | 0.05% | 84 |
|
|
2024
Q2 | $19.3M | Buy |
263,602
+60,015
| +29% | +$4.4M | 0.05% | 100 |
|
|
2024
Q1 | $13.5M | Buy |
203,587
+416
| +0.2% | +$27.5K | 0.03% | 130 |
|
|
2023
Q4 | $15.2M | Buy |
203,171
+18,236
| +10% | +$1.36M | 0.04% | 123 |
|
|
2023
Q3 | $10.2M | Buy |
184,935
+3,960
| +2% | +$219K | 0.03% | 127 |
|
|
2023
Q2 | $12.3M | Sell |
180,975
-58,463
| -24% | -$3.98M | 0.04% | 124 |
|
|
2023
Q1 | $18.1M | Sell |
239,438
-12,521
| -5% | -$949K | 0.06% | 81 |
|
|
2022
Q4 | $14.1M | Sell |
251,959
-4,088
| -2% | -$229K | 0.05% | 96 |
|
|
2022
Q3 | $11.4M | Buy |
256,047
+6,010
| +2% | +$268K | 0.04% | 110 |
|
|
2022
Q2 | $8.89M | Buy |
250,037
+345
| +0.1% | +$12.3K | 0.03% | 130 |
|
|
2022
Q1 | $15.5M | Buy |
249,692
+29,422
| +13% | +$1.82M | 0.04% | 94 |
|
|
2021
Q4 | $12.8M | Buy |
220,270
+106,227
| +93% | +$6.15M | 0.03% | 114 |
|
|
2021
Q3 | $8.84M | Buy |
+114,043
| New | +$8.84M | 0.02% | 131 |
|