Envestnet Portfolio Solutions’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
2,501
-808
| -24% | -$106K | ﹤0.01% | 1299 |
|
|
2025
Q1 | $248K | Sell |
3,309
-711
| -18% | -$53.3K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $422K | Sell |
4,020
-430
| -10% | -$45.1K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $393K | Sell |
4,450
-1,994
| -31% | -$176K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $702K | Sell |
6,444
-1,342
| -17% | -$146K | ﹤0.01% | 993 |
|
|
2024
Q1 | $1.41M | Sell |
7,786
-613
| -7% | -$111K | 0.01% | 735 |
|
|
2023
Q4 | $1.79M | Sell |
8,399
-696
| -8% | -$148K | 0.01% | 617 |
|
|
2023
Q3 | $1.46M | Buy |
+9,095
| New | +$1.46M | 0.01% | 643 |
|