P.J. Schmidt Investment Management (PJS)’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
Q2 | – | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $470K | Buy |
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|
2021
Q3 | $536K | Buy |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $322K | Buy |
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