AE Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $224K | Sell |
|
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|
2023
Q4 | $1.62M | Buy |
|
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|
2023
Q3 | $940K | Sell |
|
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.45M | Sell |
|
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $742K | Buy |
|
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $789K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $664K | Buy |
|