Diversified Trust’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
Q3
$616K Buy
2025
Q2
$277K Sell
2025
Q1
$275K Buy
2024
Q2
Sell
2024
Q1
$263K Hold
2023
Q4
$309K Buy
2023
Q3
$229K Hold
2023
Q2
$279K Sell
2023
Q1
$319K Buy