JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.2M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $37.8M | Sell |
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|
2022
Q4 | $32.6M | Sell |
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|
2022
Q3 | $32.7M | Buy |
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|
2022
Q2 | $26.8M | Sell |
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|
2022
Q1 | $38.2M | Sell |
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|
2021
Q4 | $51.1M | Buy |
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|
2021
Q3 | $43.5M | Sell |
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|
2021
Q2 | $47.6M | Sell |
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|
2021
Q1 | $53.9M | Sell |
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|
2020
Q4 | $52.3M | Buy |
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|
2020
Q3 | $34.4M | Buy |
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|
2020
Q2 | $25.4M | Sell |
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|
2020
Q1 | $17.7M | Buy |
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|
2019
Q4 | $31.8M | Sell |
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|
2019
Q3 | $34.3M | Sell |
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|
2019
Q2 | $32.8M | Sell |
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|
2019
Q1 | $35.3M | Buy |
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|
2018
Q4 | $28.7M | Sell |
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|
2018
Q3 | $37.1M | Buy |
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|
2018
Q2 | $17.6M | Buy |
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