EverSource Wealth Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35K | Buy |
51
+12
| +31% | +$318 | ﹤0.01% | 3634 |
|
|
2025
Q1 | $1.06K | Buy |
39
+13
| +50% | +$353 | ﹤0.01% | 3208 |
|
|
2024
Q4 | $1.06K | Hold |
26
| – | – | ﹤0.01% | 2947 |
|
|
2024
Q3 | $747 | Sell |
26
-7
| -21% | -$201 | ﹤0.01% | 2777 |
|
|
2024
Q2 | $1.47K | Sell |
33
-129
| -80% | -$5.75K | ﹤0.01% | 2643 |
|
|
2024
Q1 | $9.33K | Buy |
162
+4
| +3% | +$230 | ﹤0.01% | 1728 |
|
|
2023
Q4 | $12.4K | Buy |
158
+106
| +204% | +$8.34K | ﹤0.01% | 1465 |
|
|
2023
Q3 | $3.34K | Sell |
52
-36
| -41% | -$2.32K | ﹤0.01% | 1854 |
|
|
2023
Q2 | $7.26K | Sell |
88
-133
| -60% | -$11K | ﹤0.01% | 1583 |
|
|
2023
Q1 | $16K | Buy |
221
+55
| +33% | +$3.98K | ﹤0.01% | 1166 |
|
|
2022
Q4 | $11.3K | Buy |
166
+117
| +239% | +$7.94K | ﹤0.01% | 1286 |
|
|
2022
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 1434 |
|