Baron Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
12,342
+1,831
| +17% | +$240K | 0.57% | 19 |
|
|
2025
Q1 | $788K | Buy |
10,511
+525
| +5% | +$39.3K | 0.35% | 37 |
|
|
2024
Q4 | $1.05M | Hold |
9,986
| – | – | 0.49% | 25 |
|
|
2024
Q3 | $882K | Buy |
9,986
+575
| +6% | +$50.8K | 0.42% | 30 |
|
|
2024
Q2 | $1.03M | Buy |
9,411
+23
| +0.2% | +$2.51K | 0.53% | 19 |
|
|
2024
Q1 | $1.7M | Sell |
9,388
-404
| -4% | -$73.3K | 0.9% | 15 |
|
|
2023
Q4 | $2.09M | Buy |
9,792
+150
| +2% | +$32K | 1.14% | 13 |
|
|
2023
Q3 | $1.55M | Buy |
9,642
+1,366
| +17% | +$220K | 0.99% | 13 |
|
|
2023
Q2 | $1.63M | Buy |
8,276
+330
| +4% | +$64.9K | 1.03% | 15 |
|
|
2023
Q1 | $1.64M | Sell |
7,946
-2,128
| -21% | -$438K | 1.16% | 14 |
|
|
2022
Q4 | $1.78M | Buy |
+10,074
| New | +$1.78M | 1.37% | 14 |
|