Fortis Group Advisors’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 | $6.56K | Hold |
50
| – | – | ﹤0.01% | 360 |
|
|
2025
Q1 | $3.75K | Hold |
50
| – | – | ﹤0.01% | 375 |
|
|
2024
Q4 | $5.25K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $4.42K | Hold |
50
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $5.45K | Hold |
50
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $9.07K | Sell |
50
-50
| -50% | -$9.07K | ﹤0.01% | 321 |
|
|
2023
Q4 | $21.3K | Buy |
100
+50
| +100% | +$10.7K | 0.01% | 231 |
|
|
2023
Q3 | $8.05K | Buy |
+50
| New | +$8.05K | ﹤0.01% | 244 |
|
|
2020
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 321 |
|