Shift4 Payments Cl A Ord shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Shift4 Payments Cl A Ord (FOUR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Shift4 Payments Cl A Ord
Tip: Access up to 7 years of quarterly data
All positions including Shift4 Payments Cl A Ord held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Shift4 Payments Cl A Ord by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $367k | 3.5k | 103.78 |
2024-09-30 | $313k | 3.5k | 88.60 |
2024-06-30 | $346k | 4.7k | 73.35 |
2024-03-31 | $312k | 4.7k | 66.07 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management