Cherry Tree Wealth Management’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 | $5.38K | Hold |
41
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $3.07K | Hold |
41
| – | – | ﹤0.01% | 587 |
|
|
2024
Q4 | $4.3K | Hold |
41
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $3.62K | Hold |
41
| – | – | ﹤0.01% | 503 |
|
|
2024
Q2 | $4.47K | Hold |
41
| – | – | ﹤0.01% | 468 |
|
|
2024
Q1 | $7.44K | Hold |
41
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $8.74K | Hold |
41
| – | – | ﹤0.01% | 368 |
|
|
2023
Q3 | $6.6K | Hold |
41
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $8.06K | Buy |
+41
| New | +$8.06K | ﹤0.01% | 357 |
|