Cherry Tree Wealth Management’s FIVE9 FIVN 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 | $557 | Hold |
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|
2025
Q2 | $610 | Hold |
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|
2025
Q1 | $625 | Hold |
|
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|
2024
Q4 | $935 | Hold |
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|
2024
Q3 | $661 | Hold |
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|
2024
Q2 | $1.01K | Hold |
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|
2024
Q1 | $1.43K | Hold |
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|
2023
Q4 | $1.81K | Hold |
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|
2023
Q3 | $1.48K | Hold |
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|
2023
Q2 | $1.9K | Buy |
|