EverSource Wealth Advisors’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
755
+532
| +239% | +$69.8K | ﹤0.01% | 1207 |
|
|
2025
Q1 | $16.7K | Sell |
223
-354
| -61% | -$26.5K | ﹤0.01% | 1796 |
|
|
2024
Q4 | $60.6K | Buy |
577
+558
| +2,937% | +$58.6K | ﹤0.01% | 1101 |
|
|
2024
Q3 | $1.68K | Buy |
19
+14
| +280% | +$1.24K | ﹤0.01% | 2595 |
|
|
2024
Q2 | $364 | Sell |
5
-28
| -85% | -$2.04K | ﹤0.01% | 2945 |
|
|
2024
Q1 | $4.83K | Buy |
33
+8
| +32% | +$1.17K | ﹤0.01% | 2069 |
|
|
2023
Q4 | $5.33K | Buy |
25
+17
| +213% | +$3.62K | ﹤0.01% | 1832 |
|
|
2023
Q3 | $1.29K | Buy |
+8
| New | +$1.29K | ﹤0.01% | 2130 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$618 | – | 2534 |
|
|
2023
Q1 | $618 | Buy |
+3
| New | +$618 | ﹤0.01% | 2186 |
|