Abound Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99K | Hold |
113
| – | – | ﹤0.01% | 679 |
|
|
2025
Q1 | $3.07K | Hold |
113
| – | – | ﹤0.01% | 634 |
|
|
2024
Q4 | $4.59K | Hold |
113
| – | – | ﹤0.01% | 547 |
|
|
2024
Q3 | $3.25K | Sell |
113
-66
| -37% | -$1.9K | ﹤0.01% | 633 |
|
|
2024
Q2 | $7.89K | Hold |
179
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $11.1K | Sell |
179
-13
| -7% | -$807 | ﹤0.01% | 351 |
|
|
2023
Q4 | $15.1K | Buy |
192
+13
| +7% | +$1.02K | 0.01% | 316 |
|
|
2023
Q3 | $11.5K | Hold |
179
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $14.8K | Hold |
179
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $12.9K | Hold |
179
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $12.1K | Hold |
179
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $13.4K | Buy |
+179
| New | +$13.4K | 0.01% | 247 |
|