Potrero Capital Research’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-543,346
| Closed | -$15.6M | – | 30 |
|
|
2024
Q3 | $15.6M | Buy |
+543,346
| New | +$15.6M | 4.94% | 8 |
|
|
2024
Q1 | – | Sell |
-75,692
| Closed | -$5.96M | – | 26 |
|
|
2023
Q4 | $5.96M | Buy |
+75,692
| New | +$5.96M | 3.16% | 10 |
|
|
2021
Q4 | – | Sell |
-43,407
| Closed | -$6.93M | – | 73 |
|
|
2021
Q3 | $6.93M | Buy |
+43,407
| New | +$6.93M | 1.62% | 19 |
|
|
2017
Q4 | – | Sell |
-63,690
| Closed | -$1.52M | – | 42 |
|
|
2017
Q3 | $1.52M | Buy |
63,690
+10,000
| +19% | +$239K | 1.28% | 23 |
|
|
2017
Q2 | $1.16M | Buy |
53,690
+39,890
| +289% | +$858K | 1.08% | 27 |
|
|
2017
Q1 | $227K | Buy |
+13,800
| New | +$227K | 0.2% | 40 |
|