Institutional & Family Asset Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $397 | Hold |
9
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $559 | Hold |
9
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $708 | Hold |
9
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $579 | Buy |
9
+2
| +29% | +$129 | ﹤0.01% | 655 |
|
|
2023
Q2 | $577 | Hold |
7
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $506 | Hold |
7
| – | – | ﹤0.01% | 667 |
|
|
2022
Q4 | $475 | Hold |
7
| – | – | ﹤0.01% | 662 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 631 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 650 |
|