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Whipplewood Advisors’s Shift4 FOUR Stock Holding History

Whipplewood Advisors’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 		$694 Sell
7
-145
-95% -$14.4K ﹤0.01% 1076
2025
Q1 		$572 Buy
152
+145
+2,071% +$546 ﹤0.01% 1114
2024
Q4 		$726 Buy
+7
New +$726 ﹤0.01% 1066