JFS Wealth Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656 | Buy |
+5
| New | +$656 | ﹤0.01% | 1646 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$210 | – | 1955 |
|
|
2024
Q4 | $210 | Hold |
2
| – | – | ﹤0.01% | 1846 |
|
|
2024
Q3 | $177 | Sell |
2
-19
| -90% | -$1.68K | ﹤0.01% | 1876 |
|
|
2024
Q2 | $2.29K | Sell |
21
-12
| -36% | -$1.31K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $5.99K | Sell |
33
-1
| -3% | -$181 | ﹤0.01% | 1038 |
|
|
2023
Q4 | $7.25K | Buy |
34
+1
| +3% | +$213 | ﹤0.01% | 903 |
|
|
2023
Q3 | $5.31K | Hold |
33
| – | – | ﹤0.01% | 972 |
|
|
2023
Q2 | $6.49K | Sell |
33
-5
| -13% | -$983 | ﹤0.01% | 893 |
|
|
2023
Q1 | $7.83K | Buy |
38
+4
| +12% | +$824 | ﹤0.01% | 804 |
|
|
2022
Q4 | $6.01K | Buy |
34
+1
| +3% | +$177 | ﹤0.01% | 923 |
|
|
2022
Q3 | $5K | Buy |
33
+22
| +200% | +$3.33K | ﹤0.01% | 978 |
|
|
2022
Q2 | $1K | Sell |
11
-9
| -45% | -$818 | ﹤0.01% | 1522 |
|
|
2022
Q1 | $3K | Buy |
20
+11
| +122% | +$1.65K | ﹤0.01% | 1240 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1074 |
|