Wealthspire Advisors (New York)’s FIVE9 FIVN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FIVN Stock Details FIVN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$14.5K	Buy
2021 Q2	–	Sell
2021 Q1	$398K	Buy
2020 Q4	$428K	Hold
2020 Q3	$318K	Hold
2020 Q2	$272K	Buy