SHELTON WEALTH MANAGEMENT, LLC FOUR Holdings History
Number of Shares
15,442.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.74%
Total Estimate Gain
$304,207.40
% of Total Estimate Gain
22.62%
SHELTON WEALTH MANAGEMENT, LLC's Shift4 Payments Inc Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 15,442.00 shares of Shift4 Payments Inc(FOUR), totaling $1.53 Mil. This investment constitutes 0.74% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Shift4 Payments Inc(FOUR) stock.
The initial trade took place in 2025Q2. And since then SHELTON WEALTH MANAGEMENT, LLC has made 1 purchases of FOUR, at an average price of $87.09, for a total of 15,442.00 shares. Based on historical transaction data and FOUR's current price of $106.79, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his FOUR holdings is $304,207.40, reflecting a 22.62% gain to date.
SHELTON WEALTH MANAGEMENT, LLC FOUR ($106.79) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC FOUR ($106.79) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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