Bell Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398 | Hold |
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|
2025
Q1 | $408 | Hold |
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|
2024
Q4 | $610 | Hold |
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|
2024
Q3 | $431 | Sell |
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|
2024
Q2 | $1.06K | Sell |
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|
2024
Q1 | $2.05K | Hold |
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|
2023
Q4 | $2.6K | Hold |
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|
2023
Q3 | $2.12K | Buy |
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|
2023
Q2 | $2.23K | Hold |
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|
2023
Q1 | $1.95K | Sell |
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|
2022
Q4 | $3.53K | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $0 | Buy |
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