Cornerstone Planning Group’s Five Below FIVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.42K Sell
62
-8
-11% -$1.09K ﹤0.01% 598
2025
Q1
$5.19K Buy
70
+8
+13% +$593 ﹤0.01% 722
2024
Q4
$5.96K Sell
62
-18
-23% -$1.73K ﹤0.01% 543
2024
Q3
$7.24K Hold
80
﹤0.01% 486
2024
Q2
$5.38K Sell
80
-77
-49% -$5.18K ﹤0.01% 560
2024
Q1
$22.7K Sell
157
-62
-28% -$8.98K 0.01% 279
2023
Q4
$46.7K Hold
219
0.02% 193
2023
Q3
$35.2K Sell
219
-19
-8% -$3.06K 0.01% 225
2023
Q2
$46.8K Buy
+238
New +$46.8K 0.02% 255
2022
Q4
$48.5K Buy
+267
New +$48.5K 0.02% 273