UBS Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6M | Buy |
2,137,383
+589,770
| +38% | +$15.6M | 0.01% | 1114 |
|
|
2025
Q1 | $42M | Sell |
1,547,613
-107,871
| -7% | -$2.93M | 0.01% | 1296 |
|
|
2024
Q4 | $67.3M | Buy |
1,655,484
+1,017,404
| +159% | +$41.3M | 0.01% | 930 |
|
|
2024
Q3 | $18.3M | Sell |
638,080
-61,026
| -9% | -$1.75M | ﹤0.01% | 1334 |
|
|
2024
Q2 | $30.8M | Buy |
699,106
+496,386
| +245% | +$21.9M | 0.01% | 991 |
|
|
2024
Q1 | $12.6M | Sell |
202,720
-585,661
| -74% | -$36.4M | ﹤0.01% | 1466 |
|
|
2023
Q4 | $62M | Buy |
788,381
+254,467
| +48% | +$20M | 0.02% | 586 |
|
|
2023
Q3 | $34.3M | Buy |
533,914
+340,567
| +176% | +$21.9M | 0.01% | 761 |
|
|
2023
Q2 | $15.9M | Buy |
193,347
+154,362
| +396% | +$12.7M | 0.01% | 1185 |
|
|
2023
Q1 | $2.82M | Buy |
38,985
+4,332
| +13% | +$313K | ﹤0.01% | 2284 |
|
|
2022
Q4 | $2.35M | Sell |
34,653
-23,572
| -40% | -$1.6M | ﹤0.01% | 2439 |
|
|
2022
Q3 | $4.37M | Buy |
58,225
+13,165
| +29% | +$987K | ﹤0.01% | 1811 |
|
|
2022
Q2 | $4.11M | Buy |
45,060
+18,993
| +73% | +$1.73M | ﹤0.01% | 1903 |
|
|
2022
Q1 | $2.88M | Sell |
26,067
-322,160
| -93% | -$35.6M | ﹤0.01% | 2376 |
|
|
2021
Q4 | $47.8M | Buy |
348,227
+256,001
| +278% | +$35.2M | 0.01% | 694 |
|
|
2021
Q3 | $14.7M | Buy |
92,226
+63,754
| +224% | +$10.2M | ﹤0.01% | 1294 |
|
|
2021
Q2 | $5.22M | Sell |
28,472
-3,806
| -12% | -$698K | ﹤0.01% | 1972 |
|
|
2021
Q1 | $5.05M | Buy |
32,278
+5,061
| +19% | +$791K | ﹤0.01% | 1948 |
|
|
2020
Q4 | $4.75M | Buy |
27,217
+5,696
| +26% | +$993K | ﹤0.01% | 1885 |
|
|
2020
Q3 | $2.79M | Buy |
21,521
+11,941
| +125% | +$1.55M | ﹤0.01% | 2155 |
|
|
2020
Q2 | $1.06M | Sell |
9,580
-44,748
| -82% | -$4.95M | ﹤0.01% | 2775 |
|
|
2020
Q1 | $4.15M | Sell |
54,328
-21,268
| -28% | -$1.63M | ﹤0.01% | 1634 |
|
|
2019
Q4 | $4.96M | Buy |
75,596
+26,524
| +54% | +$1.74M | ﹤0.01% | 2001 |
|
|
2019
Q3 | $2.64M | Buy |
49,072
+29,071
| +145% | +$1.56M | ﹤0.01% | 2389 |
|
|
2019
Q2 | $1.03M | Sell |
20,001
-36,149
| -64% | -$1.85M | ﹤0.01% | 3040 |
|
|
2019
Q1 | $2.97M | Buy |
56,150
+10,923
| +24% | +$577K | ﹤0.01% | 2131 |
|
|
2018
Q4 | $1.98M | Buy |
45,227
+28,841
| +176% | +$1.26M | ﹤0.01% | 2447 |
|
|
2018
Q3 | $716K | Buy |
16,386
+3,121
| +24% | +$136K | ﹤0.01% | 3412 |
|
|
2018
Q2 | $459K | Buy |
13,265
+11,605
| +699% | +$402K | ﹤0.01% | 3592 |
|
|
2018
Q1 | $49K | Sell |
1,660
-4,666
| -74% | -$138K | ﹤0.01% | 4881 |
|
|
2017
Q4 | $157K | Buy |
6,326
+307
| +5% | +$7.62K | ﹤0.01% | 4169 |
|
|
2017
Q3 | $144K | Buy |
6,019
+1,876
| +45% | +$44.9K | ﹤0.01% | 4221 |
|
|
2017
Q2 | $89K | Sell |
4,143
-829
| -17% | -$17.8K | ﹤0.01% | 4353 |
|
|
2017
Q1 | $82K | Sell |
4,972
-1,374
| -22% | -$22.7K | ﹤0.01% | 4316 |
|
|
2016
Q4 | $90K | Buy |
6,346
+4,955
| +356% | +$70.3K | ﹤0.01% | 4474 |
|
|
2016
Q3 | $22K | Buy |
+1,391
| New | +$22K | ﹤0.01% | 5328 |
|
|
2016
Q2 | – | Sell |
-407
| Closed | -$4K | – | 6819 |
|
|
2016
Q1 | $4K | Sell |
407
-8,513
| -95% | -$83.7K | ﹤0.01% | 6220 |
|
|
2015
Q4 | $78K | Buy |
8,920
+6,998
| +364% | +$61.2K | ﹤0.01% | 4406 |
|
|
2015
Q3 | $8K | Buy |
1,922
+551
| +40% | +$2.29K | ﹤0.01% | 6037 |
|
|
2015
Q2 | $7K | Buy |
1,371
+964
| +237% | +$4.92K | ﹤0.01% | 6142 |
|
|
2015
Q1 | $2K | Sell |
407
-4,083
| -91% | -$20.1K | ﹤0.01% | 6434 |
|
|
2014
Q4 | $20K | Buy |
+4,490
| New | +$20K | ﹤0.01% | 5546 |
|