Carolinas Wealth Consulting’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$996	–	1041
2024 Q4	$996	Buy	25 +13	+108%	+$518	﹤0.01%	952
2024 Q3	$336	Buy	+12	New	+$336	﹤0.01%	1029
2024 Q2	–	Sell	-14	Closed	-$897	–	1054
2024 Q1	$897	Buy	+14	New	+$897	﹤0.01%	916