JFS Wealth Advisors’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
Q2 | $656 | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210 | Hold |
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|
2024
Q3 | $177 | Sell |
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|
2024
Q2 | $2.29K | Sell |
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|
2024
Q1 | $5.99K | Sell |
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|
2023
Q4 | $7.25K | Buy |
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|
2023
Q3 | $5.31K | Hold |
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|
2023
Q2 | $6.49K | Sell |
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|
2023
Q1 | $7.83K | Buy |
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|
2022
Q4 | $6.01K | Buy |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $2K | Buy |
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