EverSource Wealth Advisors’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35K Buy
2025
Q1
$1.06K Buy
2024
Q4
$1.06K Hold
2024
Q3
$747 Sell
2024
Q2
$1.47K Sell
2024
Q1
$9.33K Buy
2023
Q4
$12.4K Buy
2023
Q3
$3.34K Sell
2023
Q2
$7.25K Sell
2023
Q1
$16K Buy
2022
Q4
$11.3K Buy
2022
Q3
$4K Buy