True Wealth Design’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
Q3 | $86.9K | Buy |
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|
2025
Q2 | $58.9K | Buy |
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|
2025
Q1 | $1.65K | Sell |
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|
2024
Q4 | $3.57K | Buy |
|
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|
2024
Q3 | $89 | Sell |
|
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|
2024
Q2 | $327 | Buy |
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|
2024
Q1 | $363 | Hold |
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|
2023
Q4 | $427 | Hold |
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|
2023
Q3 | $322 | Hold |
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|
2023
Q2 | $394 | Hold |
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|
2023
Q1 | $412 | Hold |
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|
2022
Q4 | $354 | Buy |
|