Northwestern Mutual Wealth Management’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 | $14.5K | Sell |
110
-329
| -75% | -$43.3K | ﹤0.01% | 2671 |
|
|
2025
Q1 | $32.9K | Sell |
439
-801
| -65% | -$60.1K | ﹤0.01% | 2321 |
|
|
2024
Q4 | $130K | Sell |
1,240
-638
| -34% | -$67K | ﹤0.01% | 1820 |
|
|
2024
Q3 | $166K | Sell |
1,878
-2,171
| -54% | -$192K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $441K | Sell |
4,049
-633
| -14% | -$69K | ﹤0.01% | 1304 |
|
|
2024
Q1 | $849K | Sell |
4,682
-342
| -7% | -$62K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $1.07M | Buy |
5,024
+243
| +5% | +$51.8K | ﹤0.01% | 952 |
|
|
2023
Q3 | $769K | Sell |
4,781
-29
| -0.6% | -$4.67K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $945K | Sell |
4,810
-120
| -2% | -$23.6K | ﹤0.01% | 954 |
|
|
2023
Q1 | $1.02M | Buy |
4,930
+10
| +0.2% | +$2.06K | ﹤0.01% | 892 |
|
|
2022
Q4 | $870K | Sell |
4,920
-533
| -10% | -$94.3K | ﹤0.01% | 916 |
|
|
2022
Q3 | $751K | Sell |
5,453
-2,107
| -28% | -$290K | ﹤0.01% | 912 |
|
|
2022
Q2 | $857K | Sell |
7,560
-874
| -10% | -$99.1K | ﹤0.01% | 866 |
|
|
2022
Q1 | $1.34M | Buy |
8,434
+1,657
| +24% | +$262K | ﹤0.01% | 750 |
|
|
2021
Q4 | $1.4M | Buy |
6,777
+3,519
| +108% | +$728K | ﹤0.01% | 707 |
|
|
2021
Q3 | $576K | Buy |
3,258
+395
| +14% | +$69.8K | ﹤0.01% | 935 |
|
|
2021
Q2 | $553K | Sell |
2,863
-174
| -6% | -$33.6K | ﹤0.01% | 944 |
|
|
2021
Q1 | $580K | Sell |
3,037
-187
| -6% | -$35.7K | ﹤0.01% | 867 |
|
|
2020
Q4 | $564K | Buy |
3,224
+942
| +41% | +$165K | ﹤0.01% | 797 |
|
|
2020
Q3 | $290K | Sell |
2,282
-20
| -0.9% | -$2.54K | ﹤0.01% | 912 |
|
|
2020
Q2 | $246K | Sell |
2,302
-170
| -7% | -$18.2K | ﹤0.01% | 896 |
|
|
2020
Q1 | $174K | Sell |
2,472
-611
| -20% | -$43K | ﹤0.01% | 928 |
|
|
2019
Q4 | $394K | Buy |
3,083
+1,807
| +142% | +$231K | ﹤0.01% | 739 |
|
|
2019
Q3 | $161K | Buy |
1,276
+1,103
| +638% | +$139K | ﹤0.01% | 976 |
|
|
2019
Q2 | $21K | Buy |
173
+30
| +21% | +$3.64K | ﹤0.01% | 1714 |
|
|
2019
Q1 | $18K | Sell |
143
-67
| -32% | -$8.43K | ﹤0.01% | 1755 |
|
|
2018
Q4 | $21K | Buy |
210
+100
| +91% | +$10K | ﹤0.01% | 1567 |
|
|
2018
Q3 | $14K | Buy |
+110
| New | +$14K | ﹤0.01% | 1802 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$1K | – | 2402 |
|
|
2018
Q1 | $1K | Sell |
12
-300
| -96% | -$25K | ﹤0.01% | 2101 |
|
|
2017
Q4 | $21K | Hold |
312
| – | – | ﹤0.01% | 1487 |
|
|
2017
Q3 | $17K | Hold |
312
| – | – | ﹤0.01% | 1507 |
|
|
2017
Q2 | $15K | Hold |
312
| – | – | ﹤0.01% | 1473 |
|
|
2017
Q1 | $14K | Buy |
312
+170
| +120% | +$7.63K | ﹤0.01% | 1435 |
|
|
2016
Q4 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 1844 |
|
|
2016
Q3 | – | Sell |
-130
| Closed | -$6K | – | 644 |
|
|
2016
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 1528 |
|
|
2016
Q1 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1631 |
|
|
2015
Q1 | – | Sell |
-2
| Closed | – | – | 1625 |
|
|
2014
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1743 |
|
|
2014
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1365 |
|
|
2014
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1333 |
|
|
2013
Q4 | $1K | Sell |
26
-70
| -73% | -$2.69K | ﹤0.01% | 1300 |
|
|
2013
Q3 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 1046 |
|