Coppell Advisory Solutions’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-429
| Closed | -$44.6K | – | 857 |
|
|
2024
Q4 | $44.6K | Buy |
429
+253
| +144% | +$26.3K | 0.01% | 619 |
|
|
2024
Q3 | $16.3K | Sell |
176
-5
| -3% | -$463 | ﹤0.01% | 936 |
|
|
2024
Q2 | $19.7K | Buy |
+181
| New | +$19.7K | ﹤0.01% | 792 |
|
|
2023
Q4 | $58K | Sell |
272
-123
| -31% | -$26.2K | 0.01% | 461 |
|
|
2023
Q3 | $69.9K | Buy |
395
+191
| +94% | +$33.8K | 0.02% | 258 |
|
|
2023
Q2 | $40.2K | Buy |
+204
| New | +$40.2K | 0.01% | 445 |
|
|
2023
Q1 | – | Sell |
-395
| Closed | -$69.9K | – | 514 |
|
|
2022
Q4 | $69.9K | Buy |
+395
| New | +$69.9K | 0.02% | 262 |
|