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FIVN icon

Cherry Tree Wealth Management’s FIVE9 FIVN Stock Holding History

Cherry Tree Wealth Management’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$557 – 612
2025
Q3 		$557 Hold
23
– – ﹤0.01% 566
2025
Q2 		$610 Hold
23
– – ﹤0.01% 576
2025
Q1 		$625 Hold
23
– – ﹤0.01% 712
2024
Q4 		$935 Hold
23
– – ﹤0.01% 578
2024
Q3 		$661 Hold
23
– – ﹤0.01% 580
2024
Q2 		$1.01K Hold
23
– – ﹤0.01% 544
2024
Q1 		$1.43K Hold
23
– – ﹤0.01% 525
2023
Q4 		$1.81K Hold
23
– – ﹤0.01% 509
2023
Q3 		$1.48K Hold
23
– – ﹤0.01% 504
2023
Q2 		$1.9K Buy
+23
New +$1.54K ﹤0.01% 496

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