Bell Investment Advisors’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 | $2.1K | Sell |
16
-6
| -27% | -$787 | ﹤0.01% | 1350 |
|
|
2025
Q1 | $1.65K | Sell |
22
-12
| -35% | -$899 | ﹤0.01% | 1379 |
|
|
2024
Q4 | $3.57K | Sell |
34
-15
| -31% | -$1.58K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $4.33K | Buy |
49
+22
| +81% | +$1.94K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $2.94K | Hold |
27
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q1 | $4.9K | Hold |
27
| – | – | ﹤0.01% | 929 |
|
|
2023
Q4 | $5.76K | Sell |
27
-3
| -10% | -$640 | ﹤0.01% | 804 |
|
|
2023
Q3 | $4.83K | Sell |
30
-1
| -3% | -$161 | ﹤0.01% | 825 |
|
|
2023
Q2 | $6.09K | Sell |
31
-3
| -9% | -$590 | ﹤0.01% | 715 |
|
|
2023
Q1 | $7K | Buy |
34
+3
| +10% | +$618 | ﹤0.01% | 621 |
|
|
2022
Q4 | $5.48K | Buy |
31
+15
| +94% | +$2.65K | ﹤0.01% | 760 |
|
|
2022
Q3 | $2K | Sell |
16
-12
| -43% | -$1.5K | ﹤0.01% | 1097 |
|
|
2022
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 936 |
|
|
2021
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 856 |
|
|
2021
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 791 |
|