Laird Norton Wetherby Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $2.94M | Buy |
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $4.97M | Sell |
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|
2023
Q3 | $4.08M | Sell |
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|
2023
Q2 | $5.23M | Buy |
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|
2023
Q1 | $4.47M | Sell |
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|
2022
Q4 | $4.24M | Buy |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $342K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $782K | Buy |
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