Corient Private Wealth’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 | $1.74M | Buy |
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|
2025
Q3 | $766K | Buy |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $256K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $638K | Sell |
|
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|
2023
Q4 | $6.57M | Buy |
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|
2023
Q3 | $4.76M | Sell |
|
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|
2023
Q2 | $5.88M | Sell |
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|
2023
Q1 | $6.16M | Buy |
|