Private Wealth Management Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-57
| Closed | -$1.55K | – | 1532 |
|
|
2025
Q1 | $1.55K | Sell |
57
-30
| -34% | -$815 | ﹤0.01% | 1141 |
|
|
2024
Q4 | $3.54K | Buy |
87
+48
| +123% | +$1.95K | ﹤0.01% | 878 |
|
|
2024
Q3 | $1.12K | Buy |
39
+14
| +56% | +$402 | ﹤0.01% | 1249 |
|
|
2024
Q2 | $1.1K | Buy |
25
+8
| +47% | +$353 | ﹤0.01% | 1247 |
|
|
2024
Q1 | $1.06K | Buy |
+17
| New | +$1.06K | ﹤0.01% | 1246 |
|