Icon Wealth Advisors’s Five Below FIVE Stock Holding History

Icon Wealth Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$111K	Buy
2025 Q1	–	Sell
2024 Q4	$199K	Sell
2024 Q3	$189K	Sell
2024 Q2	$228K	Sell
2024 Q1	$702K	Sell
2023 Q4	$894K	Buy
2022 Q4	$1,000K	Sell
2022 Q3	$824K	Buy