Montag & Associates’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661 | Sell |
25
-2
| -7% | -$53 | ﹤0.01% | 926 |
|
|
2025
Q1 | $738 | Buy |
27
+7
| +35% | +$191 | ﹤0.01% | 973 |
|
|
2024
Q4 | $798 | Buy |
20
+8
| +67% | +$319 | ﹤0.01% | 973 |
|
|
2024
Q3 | $332 | Sell |
12
-6
| -33% | -$166 | ﹤0.01% | 1015 |
|
|
2024
Q2 | $814 | Hold |
18
| – | – | ﹤0.01% | 955 |
|
|
2024
Q1 | $1.15K | Buy |
+18
| New | +$1.15K | ﹤0.01% | 913 |
|