NewEdge Wealth’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,035
| Closed | -$214K | – | 953 |
|
|
2024
Q4 | $214K | Buy |
+2,035
| New | +$214K | ﹤0.01% | 871 |
|
|
2024
Q2 | – | Sell |
-1,782
| Closed | -$256K | – | 787 |
|
|
2024
Q1 | $256K | Sell |
1,782
-711
| -29% | -$102K | 0.01% | 697 |
|
|
2023
Q4 | $531K | Buy |
+2,493
| New | +$531K | 0.01% | 501 |
|