Northwestern Mutual Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.69K | Sell |
573
-2,049
| -78% | -$35.6K | ﹤0.01% | 3111 |
|
|
2025
Q4 | $52.6K | Buy |
2,622
+2,514
| +2,328% | +$53.4K | ﹤0.01% | 2376 |
|
|
2025
Q3 | $2.61K | Sell |
108
-2,449
| -96% | -$64.8K | ﹤0.01% | 3324 |
|
|
2025
Q2 | $67.7K | Sell |
2,557
-661
| -21% | -$17.2K | ﹤0.01% | 2140 |
|
|
2025
Q1 | $87.4K | Buy |
3,218
+3,190
| +11,393% | +$117K | ﹤0.01% | 1982 |
|
|
2024
Q4 | $1.14K | Sell |
28
-11
| -28% | -$397 | ﹤0.01% | 3278 |
|
|
2024
Q3 | $1.12K | Buy |
39
+2
| +5% | +$72 | ﹤0.01% | 3223 |
|
|
2024
Q2 | $1.63K | Sell |
37
-30
| -45% | -$1.56K | ﹤0.01% | 3144 |
|
|
2024
Q1 | $4.16K | Hold |
67
| – | – | ﹤0.01% | 2894 |
|
|
2023
Q4 | $5.27K | Hold |
67
| – | – | ﹤0.01% | 2849 |
|
|
2023
Q3 | $4.31K | Buy |
67
+17
| +34% | +$1.27K | ﹤0.01% | 2794 |
|
|
2023
Q2 | $4.12K | Buy |
50
+45
| +900% | +$3.02K | ﹤0.01% | 2840 |
|
|
2023
Q1 | $361 | Buy |
+5
| New | +$358 | ﹤0.01% | 3142 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 3197 |
|
|
2022
Q2 | $0 | Sell |
3
-3
| -50% | -$303 | ﹤0.01% | 3269 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 2986 |
|
|
2021
Q4 | $1K | Sell |
6
-2
| -25% | -$296 | ﹤0.01% | 3025 |
|
|
2021
Q3 | $1K | Buy |
8
+2
| +33% | +$365 | ﹤0.01% | 2918 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$1.03K | ﹤0.01% | 2881 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$2K | – | 2755 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 2340 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2282 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$855 | ﹤0.01% | 2390 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
