Mattson Financial Services’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
$202K Buy
1,540
+6
+0.4% +$787 0.05% 162
2025
Q1
$115K Buy
1,534
+447
+41% +$33.5K 0.03% 161
2024
Q4
$96K Sell
1,087
-1,829
-63% -$162K 0.03% 155
2024
Q3
$318K Sell
2,916
-41
-1% -$4.47K 0.11% 141
2024
Q2
$322K Buy
+2,957
New +$322K 0.11% 141