Pathstone Family Office’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $710K | Buy |
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|
2021
Q1 | $401K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Buy |
|