Montrusco Bolton Investments’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $248M | Buy |
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|
2024
Q1 | $353M | Buy |
|
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|
2023
Q4 | $312M | Sell |
|
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|
2023
Q3 | $243M | Buy |
|
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|
2023
Q2 | $220M | Buy |
|
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|
2023
Q1 | $124M | Sell |
|
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|
2022
Q4 | $117M | Sell |
|
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|
2022
Q3 | $126M | Sell |
|
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|
2022
Q2 | $114M | Buy |
|
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|
2022
Q1 | $153M | Buy |
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|
2021
Q4 | $150M | Buy |
|
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|
2021
Q3 | $53.4M | Sell |
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|
2021
Q2 | $60M | Buy |
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|
2021
Q1 | $39.7M | Buy |
|