Montag & Associates’s FIVE9 FIVN Stock Holding History

Montag & Associates’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$661	Sell
2025 Q1	$738	Buy
2024 Q4	$798	Buy
2024 Q3	$332	Sell
2024 Q2	$814	Hold
2024 Q1	$1.15K	Buy