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
Q2
$610 Hold
2025
Q1
$625 Hold
2024
Q4
$935 Hold
2024
Q3
$661 Hold
2024
Q2
$1.01K Hold
2024
Q1
$1.43K Hold
2023
Q4
$1.81K Hold
2023
Q3
$1.48K Hold
2023
Q2
$1.9K Buy