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 |
As of 2025 Q4 — sorted by position size