WCM Investment Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
558,313
+34,402
| +7% | +$920K | 0.03% | 124 |
|
|
2025
Q1 | $14.5M | Buy |
523,911
+1,300
| +0.2% | +$36.1K | 0.04% | 113 |
|
|
2024
Q4 | $21.3M | Buy |
522,611
+138,019
| +36% | +$5.62M | 0.05% | 82 |
|
|
2024
Q3 | $11.1M | Buy |
384,592
+48,981
| +15% | +$1.41M | 0.03% | 143 |
|
|
2024
Q2 | $14.5M | Buy |
335,611
+6,009
| +2% | +$260K | 0.03% | 125 |
|
|
2024
Q1 | $20.5M | Buy |
329,602
+34,036
| +12% | +$2.11M | 0.05% | 94 |
|
|
2023
Q4 | $23.6M | Buy |
295,566
+26,533
| +10% | +$2.12M | 0.07% | 82 |
|
|
2023
Q3 | $17.3M | Sell |
269,033
-14,917
| -5% | -$959K | 0.05% | 87 |
|
|
2023
Q2 | $23.6M | Buy |
283,950
+21,153
| +8% | +$1.76M | 0.07% | 66 |
|
|
2023
Q1 | $19M | Buy |
262,797
+5,501
| +2% | +$398K | 0.06% | 77 |
|
|
2022
Q4 | $17.5M | Buy |
257,296
+102,896
| +67% | +$6.98M | 0.06% | 80 |
|
|
2022
Q3 | $11.8M | Buy |
154,400
+22,470
| +17% | +$1.71M | 0.04% | 107 |
|
|
2022
Q2 | $12.3M | Buy |
131,930
+95
| +0.1% | +$8.89K | 0.04% | 101 |
|
|
2022
Q1 | $14.6M | Buy |
131,835
+40,484
| +44% | +$4.47M | 0.04% | 99 |
|
|
2021
Q4 | $12.5M | Buy |
+91,351
| New | +$12.5M | 0.03% | 117 |
|
|
2019
Q3 | – | Sell |
-27,222
| Closed | -$1.4M | – | 157 |
|
|
2019
Q2 | $1.4M | Sell |
27,222
-585
| -2% | -$30K | 0.01% | 104 |
|
|
2019
Q1 | $1.47M | Buy |
+27,807
| New | +$1.47M | 0.01% | 94 |
|