Obermeyer Wealth Partners’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 | $398K | Buy |
+3,036
| New | +$398K | 0.02% | 184 |
|
|
2024
Q2 | – | Sell |
-1,930
| Closed | -$350K | – | 251 |
|
|
2024
Q1 | $350K | Buy |
1,930
+268
| +16% | +$48.6K | 0.02% | 177 |
|
|
2023
Q4 | $354K | Hold |
1,662
| – | – | 0.02% | 153 |
|
|
2023
Q3 | $267K | Buy |
+1,662
| New | +$267K | 0.02% | 170 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$284K | – | 219 |
|
|
2023
Q1 | $284K | Sell |
1,000
-377
| -27% | -$107K | 0.02% | 167 |
|
|
2022
Q4 | $244K | Buy |
+1,377
| New | +$244K | 0.02% | 187 |
|