Herald Investment Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
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|
2025
Q1 | $5.71M | Buy |
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|
2024
Q4 | $6.7M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $4.19M | Hold |
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|
2023
Q3 | $3.42M | Hold |
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|
2023
Q2 | $4.39M | Buy |
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|
2023
Q1 | $2.89M | Hold |
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|
2022
Q4 | $2.71M | Hold |
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|
2022
Q3 | $3M | Hold |
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|
2022
Q2 | $3.65M | Hold |
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|
2022
Q1 | $4.42M | Hold |
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|
2021
Q4 | $5.49M | Hold |
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|
2021
Q3 | $6.39M | Sell |
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|
2021
Q2 | $20.8M | Sell |
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|
2021
Q1 | $20.9M | Sell |
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|
2020
Q4 | $25.3M | Sell |
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|
2020
Q3 | $25.7M | Sell |
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|
2020
Q2 | $24.8M | Sell |
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|
2020
Q1 | $18M | Hold |
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|
2019
Q4 | $15.5M | Hold |
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|
2019
Q3 | $12.7M | Hold |
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|
2019
Q2 | $12.1M | Hold |
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|
2019
Q1 | $12.5M | Hold |
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|
2018
Q4 | $10.3M | Hold |
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|
2018
Q3 | $10.3M | Hold |
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|
2018
Q2 | $8.16M | Sell |
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|
2018
Q1 | $8.61M | Sell |
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|
2017
Q4 | $11.2M | Hold |
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|
2017
Q3 | $10.8M | Hold |
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|
2017
Q2 | $9.68M | Hold |
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|
2017
Q1 | $7.41M | Hold |
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|
2016
Q4 | $6.38M | Hold |
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|
2016
Q3 | $7.05M | Hold |
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|
2016
Q2 | $5.35M | Hold |
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|
2016
Q1 | $3.99M | Hold |
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|
2015
Q4 | $3.91M | Hold |
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|
2015
Q3 | $1.66M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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