GFWA
Grey Fox Wealth Advisors’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+1,835
| New | +$241K | 0.06% | 116 |
|
|
2024
Q3 | – | Sell |
-1,935
| Closed | -$211K | – | 138 |
|
|
2024
Q2 | $211K | Hold |
1,935
| – | – | 0.07% | 122 |
|
|
2024
Q1 | $351K | Hold |
1,935
| – | – | 0.13% | 88 |
|
|
2023
Q4 | $412K | Sell |
1,935
-50
| -3% | -$10.7K | 0.18% | 72 |
|
|
2023
Q3 | $319K | Hold |
1,985
| – | – | 0.16% | 81 |
|
|
2023
Q2 | $390K | Hold |
1,985
| – | – | 0.2% | 74 |
|
|
2023
Q1 | $409K | Hold |
1,985
| – | – | 0.24% | 64 |
|
|
2022
Q4 | $351K | Buy |
+1,985
| New | +$351K | 0.23% | 63 |
|