True Wealth Design’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 | $58.9K | Buy |
449
+427
| +1,941% | +$56K | 0.02% | 182 |
|
|
2025
Q1 | $1.65K | Sell |
22
-12
| -35% | -$899 | ﹤0.01% | 1079 |
|
|
2024
Q4 | $3.57K | Buy |
34
+33
| +3,300% | +$3.46K | ﹤0.01% | 602 |
|
|
2024
Q3 | $89 | Sell |
1
-2
| -67% | -$178 | ﹤0.01% | 1236 |
|
|
2024
Q2 | $327 | Buy |
3
+1
| +50% | +$109 | ﹤0.01% | 705 |
|
|
2024
Q1 | $363 | Hold |
2
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $427 | Hold |
2
| – | – | ﹤0.01% | 508 |
|
|
2023
Q3 | $322 | Hold |
2
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $394 | Hold |
2
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $412 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $354 | Buy |
+2
| New | +$354 | ﹤0.01% | 545 |
|