Advisors Asset Management’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-138
| Closed | -$5.61K | – | 1515 |
|
|
2024
Q4 | $5.61K | Sell |
138
-267
| -66% | -$10.9K | ﹤0.01% | 1425 |
|
|
2024
Q3 | $11.6K | Sell |
405
-250
| -38% | -$7.18K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $28.9K | Sell |
655
-102
| -13% | -$4.5K | ﹤0.01% | 1341 |
|
|
2024
Q1 | $47K | Sell |
757
-67
| -8% | -$4.16K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $64.8K | Buy |
824
+156
| +23% | +$12.3K | ﹤0.01% | 1250 |
|
|
2023
Q3 | $43K | Buy |
668
+285
| +74% | +$18.3K | ﹤0.01% | 1296 |
|
|
2023
Q2 | $31.6K | Sell |
383
-63
| -14% | -$5.19K | ﹤0.01% | 1331 |
|
|
2023
Q1 | $32.2K | Sell |
446
-525
| -54% | -$38K | ﹤0.01% | 1349 |
|
|
2022
Q4 | $65.9K | Sell |
971
-229
| -19% | -$15.5K | ﹤0.01% | 1310 |
|
|
2022
Q3 | $90K | Sell |
1,200
-111
| -8% | -$8.33K | ﹤0.01% | 1285 |
|
|
2022
Q2 | $119K | Sell |
1,311
-58
| -4% | -$5.27K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $151K | Buy |
1,369
+418
| +44% | +$46.1K | ﹤0.01% | 1290 |
|
|
2021
Q4 | $131K | Buy |
951
+700
| +279% | +$96.4K | ﹤0.01% | 1328 |
|
|
2021
Q3 | $40K | Buy |
+251
| New | +$40K | ﹤0.01% | 1405 |
|