Empirical Wealth Management’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,884
| Closed | -$259K | – | 577 |
|
|
2024
Q2 | $259K | Hold |
5,884
| – | – | 0.01% | 478 |
|
|
2024
Q1 | $365K | Hold |
5,884
| – | – | 0.01% | 392 |
|
|
2023
Q4 | $463K | Hold |
5,884
| – | – | 0.02% | 332 |
|
|
2023
Q3 | $378K | Hold |
5,884
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $485K | Hold |
5,884
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $425K | Hold |
5,884
| – | – | 0.02% | 347 |
|
|
2022
Q4 | $399K | Hold |
5,884
| – | – | 0.02% | 344 |
|
|
2022
Q3 | $441K | Hold |
5,884
| – | – | 0.02% | 319 |
|
|
2022
Q2 | $536K | Hold |
5,884
| – | – | 0.03% | 282 |
|
|
2022
Q1 | $650K | Sell |
5,884
-5
| -0.1% | -$552 | 0.03% | 281 |
|
|
2021
Q4 | $809K | Sell |
5,889
-616
| -9% | -$84.6K | 0.04% | 255 |
|
|
2021
Q3 | $1.04M | Sell |
6,505
-20
| -0.3% | -$3.19K | 0.06% | 184 |
|
|
2021
Q2 | $1.2M | Buy |
6,525
+5
| +0.1% | +$917 | 0.07% | 164 |
|
|
2021
Q1 | $1.02M | Sell |
6,520
-141
| -2% | -$22K | 0.08% | 151 |
|
|
2020
Q4 | $1.16M | Buy |
6,661
+91
| +1% | +$15.9K | 0.09% | 136 |
|
|
2020
Q3 | $852K | Buy |
6,570
+70
| +1% | +$9.08K | 0.07% | 153 |
|
|
2020
Q2 | $719K | Hold |
6,500
| – | – | 0.07% | 163 |
|
|
2020
Q1 | $497K | Buy |
+6,500
| New | +$497K | 0.05% | 184 |
|