Tortoise Investment Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $774 | Buy |
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|
2025
Q2 | $394 | Buy |
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|
2025
Q1 | $150 | Hold |
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|
2024
Q4 | $210 | Hold |
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|
2024
Q3 | $177 | Hold |
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|
2024
Q2 | $218 | Hold |
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|
2024
Q1 | $363 | Hold |
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|
2023
Q4 | $426 | Hold |
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|
2023
Q3 | $322 | Hold |
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|
2023
Q2 | $393 | Hold |
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|
2023
Q1 | $412 | Hold |
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|
2022
Q4 | $354 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Buy |
|