VWA
Valued Wealth Advisors’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44K | Hold |
11
| – | – | ﹤0.01% | 408 |
|
|
2025
Q1 | $825 | Hold |
11
| – | – | ﹤0.01% | 507 |
|
|
2024
Q4 | $1.16K | Hold |
11
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $972 | Sell |
11
-6
| -35% | -$530 | ﹤0.01% | 457 |
|
|
2024
Q2 | $1.85K | Hold |
17
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $3.08K | Hold |
17
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $2.74K | Buy |
+17
| New | +$2.74K | ﹤0.01% | 270 |
|