Focus Partners Wealth’s Five Below FIVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Sell
3,496
-362
-9% -$47.5K ﹤0.01% 1476
2025
Q1
$289K Buy
3,858
+1,503
+64% +$113K ﹤0.01% 1578
2024
Q4
$247K Buy
+2,355
New +$247K ﹤0.01% 1624