Bradley Foster & Sargent’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
+23,955
| New | +$634K | 0.01% | 350 |
|
|
2018
Q2 | – | Sell |
-15,070
| Closed | -$449K | – | 368 |
|
|
2018
Q1 | $449K | Sell |
15,070
-6,980
| -32% | -$208K | 0.02% | 279 |
|
|
2017
Q4 | $549K | Sell |
22,050
-6,855
| -24% | -$171K | 0.02% | 260 |
|
|
2017
Q3 | $691K | Hold |
28,905
| – | – | 0.03% | 241 |
|
|
2017
Q2 | $622K | Hold |
28,905
| – | – | 0.02% | 245 |
|
|
2017
Q1 | $476K | Buy |
28,905
+7,035
| +32% | +$116K | 0.02% | 262 |
|
|
2016
Q4 | $310K | Sell |
21,870
-100
| -0.5% | -$1.42K | 0.01% | 293 |
|
|
2016
Q3 | $344K | Buy |
+21,970
| New | +$344K | 0.02% | 285 |
|