Bell Investment Advisors’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
Q2 | $2.1K | Sell |
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|
2025
Q1 | $1.65K | Sell |
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|
2024
Q4 | $3.57K | Sell |
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|
2024
Q3 | $4.33K | Buy |
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|
2024
Q2 | $2.94K | Hold |
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|
2024
Q1 | $4.9K | Hold |
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|
2023
Q4 | $5.76K | Sell |
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|
2023
Q3 | $4.83K | Sell |
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|
2023
Q2 | $6.09K | Sell |
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|
2023
Q1 | $7K | Buy |
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|
2022
Q4 | $5.48K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Buy |
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