Van Hulzen Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $79.9K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $2.46M | Buy |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $963K | Buy |
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|
2022
Q1 | $859K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $704K | Buy |
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|
2021
Q2 | $768K | Sell |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $806K | Sell |
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|
2020
Q3 | $593K | Sell |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $668K | Buy |
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|
2019
Q4 | $684K | Sell |
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|
2019
Q3 | $683K | Sell |
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|
2019
Q2 | $905K | Buy |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $699K | Buy |
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|
2018
Q3 | $866K | Sell |
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|
2018
Q2 | $2.12M | Sell |
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|
2018
Q1 | $2.17M | Sell |
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|
2017
Q4 | $2.52M | Sell |
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|
2017
Q3 | $2.11M | Buy |
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|
2017
Q2 | $1.89M | Sell |
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|
2017
Q1 | $1.7M | Buy |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $1.31M | Buy |
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|
2016
Q1 | $1.09M | Buy |
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