Baron 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
Q3 | $1.91M | Hold |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $788K | Buy |
|
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|
2024
Q4 | $1.05M | Hold |
|
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|
2024
Q3 | $882K | Buy |
|
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|
2024
Q2 | $1.03M | Buy |
|
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|
2024
Q1 | $1.7M | Sell |
|
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|
2023
Q4 | $2.09M | Buy |
|
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.63M | Buy |
|
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|
2023
Q1 | $1.64M | Sell |
|
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|
2022
Q4 | $1.78M | Buy |
|