FOUR SHIFT4 PMTS INC

Ownership history in Modera Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in SHIFT4 PMTS INC (FOUR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,001 +1 +0.0% 0.00% $232K $77.40
2025 Q2 UNCHANGED 3,000 0% 0.00% $297K $99.11
2025 Q1 REDUCED 3,000 -1,419 -32.1% 0.00% $245K $81.71
2024 Q3 INITIATED 4,419 0.00% $392K $88.60
% of Fund (quarterly)    FOUR price (monthly, adj. close)
← Back to Modera Wealth Management, LLC Holdings