Icon Wealth Partners’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $668K | Sell |
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|
2023
Q2 | $892K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $685K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $60K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $75K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $59K | Buy |
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