Private 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 | $1.05K | Hold |
8
| – | – | ﹤0.01% | 1272 |
|
|
2025
Q1 | $600 | Hold |
8
| – | – | ﹤0.01% | 1366 |
|
|
2024
Q4 | $840 | Hold |
8
| – | – | ﹤0.01% | 1341 |
|
|
2024
Q3 | $707 | Sell |
8
-16
| -67% | -$1.41K | ﹤0.01% | 1356 |
|
|
2024
Q2 | $2.62K | Buy |
24
+14
| +140% | +$1.53K | ﹤0.01% | 957 |
|
|
2024
Q1 | $1.81K | Hold |
10
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $2.13K | Buy |
+10
| New | +$2.13K | ﹤0.01% | 953 |
|