Executive 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
Q3 | – | Sell |
|
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $2.22M | Buy |
|
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|
2023
Q4 | $2.19M | Sell |
|
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|
2023
Q3 | $1.69M | Sell |
|
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|
2023
Q2 | $2.08M | Buy |
|
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|
2023
Q1 | $1.85M | Sell |
|
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|
2022
Q4 | $1.71M | Buy |
|
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|
2022
Q3 | $1.88K | Sell |
|
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|
2022
Q2 | $1.49M | Sell |
|
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|
2022
Q1 | $3.35M | Sell |
|
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|
2021
Q4 | $4.51M | Buy |
|
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|
2021
Q3 | $3.67M | Sell |
|
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|
2021
Q2 | $4.18M | Buy |
|
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|
2021
Q1 | $4.01M | Buy |
|
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|
2020
Q4 | $2.98M | Buy |
|
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|
2020
Q3 | $1.7M | Buy |
|
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|
2020
Q2 | $1.25M | Buy |
|
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|
2020
Q1 | $444K | Sell |
|
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|
2019
Q4 | $1.36M | Sell |
|
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|
2019
Q3 | $1.42M | Sell |
|
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|
2019
Q2 | $1.44M | Buy |
|
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|
2019
Q1 | $1.37M | Buy |
|
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|
2018
Q4 | $608K | Buy |
|