Wellington Management Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $15.1M | Sell |
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|
2025
Q1 | $52M | Buy |
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|
2024
Q4 | $72.5M | Buy |
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|
2024
Q3 | $34M | Sell |
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|
2024
Q2 | $70.1M | Sell |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $142M | Sell |
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|
2023
Q3 | $127M | Sell |
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|
2023
Q2 | $179M | Sell |
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|
2023
Q1 | $175M | Sell |
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|
2022
Q4 | $250M | Sell |
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|
2022
Q3 | $361M | Buy |
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|
2022
Q2 | $408M | Buy |
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|
2022
Q1 | $417M | Buy |
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|
2021
Q4 | $422M | Buy |
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|
2021
Q3 | $96.2M | Sell |
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|
2021
Q2 | $134M | Sell |
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|
2021
Q1 | $148M | Sell |
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|
2020
Q4 | $170M | Sell |
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|
2020
Q3 | $164M | Sell |
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|
2020
Q2 | $188M | Sell |
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|
2020
Q1 | $200M | Sell |
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|
2019
Q4 | $194M | Sell |
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|
2019
Q3 | $164M | Sell |
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|
2019
Q2 | $158M | Buy |
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|
2019
Q1 | $160M | Buy |
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|
2018
Q4 | $80.8M | Buy |
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|
2018
Q3 | $65.2M | Sell |
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|
2018
Q2 | $53.6M | Sell |
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|
2018
Q1 | $51.2M | Buy |
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|
2017
Q4 | $31.5M | Buy |
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|
2017
Q3 | $29.6M | Buy |
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|
2017
Q2 | $25.9M | Sell |
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|
2017
Q1 | $24.7M | Sell |
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|
2016
Q4 | $34.3M | Sell |
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|
2016
Q3 | $44M | Buy |
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|
2016
Q2 | $23.5M | Sell |
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|
2016
Q1 | $19M | Sell |
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|
2015
Q4 | $18.7M | Sell |
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|
2015
Q3 | $8.86M | Buy |
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|
2015
Q2 | $12.4M | Sell |
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|
2015
Q1 | $13.6M | Buy |
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|
2014
Q4 | $10.5M | Buy |
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|
2014
Q3 | $13.8M | Buy |
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|
2014
Q2 | $12.1M | Buy |
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