Venturi Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,636
| Closed | -$107K | – | 1010 |
|
|
2024
Q4 | $107K | Buy |
2,636
+2,571
| +3,955% | +$104K | 0.01% | 744 |
|
|
2024
Q3 | $1.87K | Hold |
65
| – | – | ﹤0.01% | 1675 |
|
|
2024
Q2 | $2.87K | Hold |
65
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q1 | $4.04K | Hold |
65
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q4 | $5.12K | Hold |
65
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q3 | $4.18K | Hold |
65
| – | – | ﹤0.01% | 1024 |
|
|
2023
Q2 | $5.36K | Hold |
65
| – | – | ﹤0.01% | 740 |
|
|
2023
Q1 | $4.7K | Buy |
+65
| New | +$4.7K | ﹤0.01% | 836 |
|