Prestige Wealth Management Group’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4K | Sell |
300
-225
| -43% | -$29.5K | 0.01% | 282 |
|
|
2025
Q1 | $39.3K | Hold |
525
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $55.1K | Sell |
525
-5,383
| -91% | -$565K | 0.01% | 246 |
|
|
2024
Q3 | $522K | Buy |
+5,908
| New | +$522K | 0.11% | 95 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$363 | – | 1007 |
|
|
2024
Q1 | $363 | Hold |
2
| – | – | ﹤0.01% | 976 |
|
|
2023
Q4 | $427 | Buy |
+2
| New | +$427 | ﹤0.01% | 966 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$3.36K | – | 1094 |
|
|
2022
Q4 | $3.36K | Buy |
+19
| New | +$3.36K | ﹤0.01% | 716 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | – | – | 731 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1261 |
|