Evercore Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $204K | Hold |
|
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Hold |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $230K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $93K | Hold |
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|
2017
Q3 | $77K | Sell |
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|
2017
Q2 | $78K | Buy |
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|
2017
Q1 | $58K | Sell |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $252K | Sell |
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|
2016
Q2 | $570K | Sell |
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|
2016
Q1 | $27.7M | Buy |
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|
2015
Q4 | $17.7M | Buy |
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|
2015
Q3 | $10M | Buy |
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|
2015
Q2 | $10.4M | Buy |
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|
2015
Q1 | $9.27M | Buy |
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|
2014
Q4 | $3.54M | Buy |
|