Groesbeck Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $626K | Hold |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $849K | Buy |
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|
2023
Q2 | $978K | Hold |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $628K | Hold |
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|
2022
Q2 | $628K | Hold |
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|
2022
Q1 | $877K | Hold |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $980K | Hold |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $742K | Sell |
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|
2020
Q2 | $689K | Hold |
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|
2020
Q1 | $453K | Buy |
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|
2019
Q4 | $772K | Sell |
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|
2019
Q3 | $806K | Buy |
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|
2019
Q2 | $727K | Buy |
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|
2019
Q1 | $686K | Buy |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $554K | Buy |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $292K | Hold |
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|
2017
Q3 | $241K | Hold |
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|
2017
Q2 | $217K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $207K | Buy |
|