Cherry Tree Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $6.34K | Hold |
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|
2025
Q2 | $5.38K | Hold |
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|
2025
Q1 | $3.07K | Hold |
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|
2024
Q4 | $4.3K | Hold |
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|
2024
Q3 | $3.62K | Hold |
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|
2024
Q2 | $4.47K | Hold |
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|
2024
Q1 | $7.44K | Hold |
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|
2023
Q4 | $8.74K | Hold |
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|
2023
Q3 | $6.6K | Hold |
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|
2023
Q2 | $8.06K | Buy |
|