Pathstone Family Office’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $2.95M | Buy |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $992K | Buy |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $568K | Buy |
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|
2020
Q3 | $163K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $244K | Buy |
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