Private Wealth Management Group’s FIVE9 FIVN Stock Holding History

Private Wealth Management Group’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.55K	Sell
2024 Q4	$3.54K	Buy
2024 Q3	$1.12K	Buy
2024 Q2	$1.1K	Buy
2024 Q1	$1.06K	Buy