Carson Wealth (CWM LLC)’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
353
-1,049
| -75% | -$26.7K | ﹤0.01% | 4347 |
|
|
2025
Q1 | $38K | Sell |
1,402
-645
| -32% | -$17.5K | ﹤0.01% | 3199 |
|
|
2024
Q4 | $83K | Buy |
2,047
+1,025
| +100% | +$41.6K | ﹤0.01% | 2409 |
|
|
2024
Q3 | $29K | Buy |
1,022
+193
| +23% | +$5.48K | ﹤0.01% | 3113 |
|
|
2024
Q2 | $37K | Buy |
829
+107
| +15% | +$4.78K | ﹤0.01% | 2671 |
|
|
2024
Q1 | $45K | Buy |
722
+33
| +5% | +$2.06K | ﹤0.01% | 2349 |
|
|
2023
Q4 | $54K | Sell |
689
-198
| -22% | -$15.5K | ﹤0.01% | 2122 |
|
|
2023
Q3 | $57K | Buy |
887
+4
| +0.5% | +$257 | ﹤0.01% | 1981 |
|
|
2023
Q2 | $73K | Buy |
883
+269
| +44% | +$22.2K | ﹤0.01% | 1739 |
|
|
2023
Q1 | $44K | Sell |
614
-30
| -5% | -$2.15K | ﹤0.01% | 1944 |
|
|
2022
Q4 | $44K | Buy |
644
+67
| +12% | +$4.58K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $43K | Buy |
577
+516
| +846% | +$38.5K | ﹤0.01% | 1726 |
|
|
2022
Q2 | $6K | Sell |
61
-152
| -71% | -$15K | ﹤0.01% | 2871 |
|
|
2022
Q1 | $24K | Buy |
213
+165
| +344% | +$18.6K | ﹤0.01% | 1966 |
|
|
2021
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 2535 |
|
|
2021
Q2 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2021
Q1 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q4 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q3 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q2 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2020
Q1 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q4 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q3 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q2 | $17K | Hold |
94
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q1 | $17K | Buy |
+94
| New | +$17K | ﹤0.01% | 1858 |
|