Plante Moran Financial Advisors’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-106	Closed	-$8.74K	–	804
2023 Q2	$8.74K	Hold	106	–	–	﹤0.01%	562
2023 Q1	$7.66K	Sell	106 -150	-59%	-$10.8K	﹤0.01%	598
2022 Q4	$17.4K	Hold	256	–	–	﹤0.01%	491
2022 Q3	$19K	Hold	256	–	–	﹤0.01%	472
2022 Q2	$23K	Hold	256	–	–	﹤0.01%	435
2022 Q1	$28K	Hold	256	–	–	0.01%	423
2021 Q4	$35K	Hold	256	–	–	0.01%	429
2021 Q3	$41K	Hold	256	–	–	0.01%	420
2021 Q2	$47K	Hold	256	–	–	0.01%	384
2021 Q1	$40K	Hold	256	–	–	0.01%	407
2020 Q4	$45K	Hold	256	–	–	0.01%	376
2020 Q3	$33K	Buy	256 +150	+142%	+$19.3K	0.01%	389
2020 Q2	$12K	Hold	106	–	–	﹤0.01%	499
2020 Q1	$8K	Hold	106	–	–	﹤0.01%	520
2019 Q4	$7K	Hold	106	–	–	﹤0.01%	582
2019 Q3	$6K	Hold	106	–	–	﹤0.01%	663
2019 Q2	$5K	Hold	106	–	–	﹤0.01%	641
2019 Q1	$6K	Hold	106	–	–	﹤0.01%	617
2018 Q4	$5K	Hold	106	–	–	﹤0.01%	595
2018 Q3	$5K	Hold	106	–	–	﹤0.01%	585
2018 Q2	$4K	Hold	106	–	–	﹤0.01%	648
2018 Q1	$3K	Buy	+106	New	+$3K	﹤0.01%	777
2017 Q1	–	Sell	-233	Closed	-$3K	–	915
2016 Q4	$3K	Buy	233 +31	+15%	+$399	﹤0.01%	792
2016 Q3	$3K	Hold	202	–	–	﹤0.01%	778
2016 Q2	$2K	Sell	202 -49	-20%	-$485	﹤0.01%	789
2016 Q1	$2K	Buy	+251	New	+$2K	﹤0.01%	717