Wealth Alliance’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
Q3 | $421K | Buy |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $318K | Buy |
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|
2020
Q2 | $202K | Buy |
|