EverSource Wealth Advisors’s Five Below FIVE Stock Holding History

EverSource Wealth Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$99K	Buy
2025 Q1	$16.7K	Sell
2024 Q4	$60.6K	Buy
2024 Q3	$1.68K	Buy
2024 Q2	$364	Sell
2024 Q1	$4.83K	Buy
2023 Q4	$5.33K	Buy
2023 Q3	$1.29K	Buy
2023 Q2	–	Sell
2023 Q1	$618	Buy