Sand Hill Global Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,224
| Closed | -$200K | – | 192 |
|
|
2024
Q1 | $200K | Hold |
3,224
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $254K | Hold |
3,224
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $207K | Hold |
3,224
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $266K | Hold |
3,224
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $233K | Hold |
3,224
| – | – | 0.01% | 147 |
|
|
2022
Q4 | $219K | Hold |
3,224
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $242K | Hold |
3,224
| – | – | 0.02% | 143 |
|
|
2022
Q2 | $294K | Hold |
3,224
| – | – | 0.02% | 135 |
|
|
2022
Q1 | $356K | Hold |
3,224
| – | – | 0.02% | 123 |
|
|
2021
Q4 | $443K | Hold |
3,224
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $515K | Sell |
3,224
-35
| -1% | -$5.59K | 0.03% | 110 |
|
|
2021
Q2 | $598K | Buy |
3,259
+35
| +1% | +$6.42K | 0.04% | 104 |
|
|
2021
Q1 | $504K | Hold |
3,224
| – | – | 0.03% | 98 |
|
|
2020
Q4 | $562K | Sell |
3,224
-2,044
| -39% | -$356K | 0.04% | 99 |
|
|
2020
Q3 | $683K | Hold |
5,268
| – | – | 0.05% | 90 |
|
|
2020
Q2 | $583K | Hold |
5,268
| – | – | 0.05% | 92 |
|
|
2020
Q1 | $403K | Hold |
5,268
| – | – | 0.04% | 93 |
|
|
2019
Q4 | $345K | Hold |
5,268
| – | – | 0.03% | 116 |
|
|
2019
Q3 | $283K | Hold |
5,268
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $270K | Hold |
5,268
| – | – | 0.03% | 97 |
|
|
2019
Q1 | $278K | Hold |
5,268
| – | – | 0.03% | 92 |
|
|
2018
Q4 | $230K | Hold |
5,268
| – | – | 0.02% | 98 |
|
|
2018
Q3 | $230K | Buy |
+5,268
| New | +$230K | 0.02% | 97 |
|