Gradient Investments’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
16,634
+1,493
| +10% | +$196K | 0.04% | 181 |
|
|
2025
Q1 | $1.13M | Sell |
15,141
-734
| -5% | -$55K | 0.02% | 194 |
|
|
2024
Q4 | $1.67M | Buy |
15,875
+111
| +0.7% | +$11.7K | 0.03% | 174 |
|
|
2024
Q3 | $1.39M | Sell |
15,764
-14,411
| -48% | -$1.27M | 0.03% | 172 |
|
|
2024
Q2 | $3.29M | Buy |
30,175
+9,454
| +46% | +$1.03M | 0.07% | 162 |
|
|
2024
Q1 | $3.76M | Sell |
20,721
-753
| -4% | -$137K | 0.09% | 158 |
|
|
2023
Q4 | $4.58M | Buy |
21,474
+386
| +2% | +$82.3K | 0.11% | 143 |
|
|
2023
Q3 | $3.39M | Buy |
21,088
+583
| +3% | +$93.8K | 0.09% | 148 |
|
|
2023
Q2 | $4.03M | Buy |
20,505
+931
| +5% | +$183K | 0.1% | 144 |
|
|
2023
Q1 | $4.03M | Sell |
19,574
-889
| -4% | -$183K | 0.11% | 139 |
|
|
2022
Q4 | $3.62M | Buy |
20,463
+20,447
| +127,794% | +$3.62M | 0.11% | 148 |
|
|
2022
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1136 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$5K | – | 1228 |
|
|
2021
Q4 | $5K | Sell |
23
-3
| -12% | -$652 | ﹤0.01% | 930 |
|
|
2021
Q3 | $5K | Sell |
26
-38
| -59% | -$7.31K | ﹤0.01% | 877 |
|
|
2021
Q2 | $12K | Sell |
64
-74
| -54% | -$13.9K | ﹤0.01% | 726 |
|
|
2021
Q1 | $26K | Sell |
138
-36,487
| -100% | -$6.87M | ﹤0.01% | 580 |
|
|
2020
Q4 | $4.65M | Sell |
36,625
-490
| -1% | -$62.2K | 0.2% | 113 |
|
|
2020
Q3 | $4.71M | Sell |
37,115
-5,500
| -13% | -$699K | 0.2% | 111 |
|
|
2020
Q2 | $4.56M | Buy |
42,615
+1,442
| +4% | +$154K | 0.21% | 108 |
|
|
2020
Q1 | $2.9M | Buy |
41,173
+15,707
| +62% | +$1.11M | 0.16% | 111 |
|
|
2019
Q4 | $3.26M | Buy |
25,466
+16,158
| +174% | +$2.07M | 0.15% | 107 |
|
|
2019
Q3 | $1.17M | Buy |
+9,308
| New | +$1.17M | 0.06% | 181 |
|
|
2015
Q3 | – | Sell |
-13,179
| Closed | -$521K | – | 630 |
|
|
2015
Q2 | $521K | Buy |
+13,179
| New | +$521K | 0.07% | 124 |
|