Wells Fargo’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
121,599
+52,313
| +76% | +$1.39M | ﹤0.01% | 2546 |
|
|
2025
Q1 | $1.88M | Buy |
69,286
+44,507
| +180% | +$1.21M | ﹤0.01% | 2851 |
|
|
2024
Q4 | $1.01M | Buy |
24,779
+852
| +4% | +$34.6K | ﹤0.01% | 3265 |
|
|
2024
Q3 | $687K | Sell |
23,927
-38,542
| -62% | -$1.11M | ﹤0.01% | 3440 |
|
|
2024
Q2 | $2.75M | Buy |
62,469
+298
| +0.5% | +$13.1K | ﹤0.01% | 2483 |
|
|
2024
Q1 | $3.86M | Sell |
62,171
-6,551
| -10% | -$407K | ﹤0.01% | 2212 |
|
|
2023
Q4 | $5.41M | Sell |
68,722
-9,201
| -12% | -$724K | ﹤0.01% | 1960 |
|
|
2023
Q3 | $5.01M | Sell |
77,923
-11,651
| -13% | -$749K | ﹤0.01% | 1968 |
|
|
2023
Q2 | $7.39M | Buy |
89,574
+5,018
| +6% | +$414K | ﹤0.01% | 1754 |
|
|
2023
Q1 | $6.11M | Buy |
84,556
+10,746
| +15% | +$777K | ﹤0.01% | 1852 |
|
|
2022
Q4 | $5.01M | Sell |
73,810
-10,682
| -13% | -$725K | ﹤0.01% | 1968 |
|
|
2022
Q3 | $6.34M | Sell |
84,492
-486
| -0.6% | -$36.4K | ﹤0.01% | 1741 |
|
|
2022
Q2 | $7.75M | Sell |
84,978
-167,466
| -66% | -$15.3M | ﹤0.01% | 1671 |
|
|
2022
Q1 | $27.9M | Sell |
252,444
-1,063
| -0.4% | -$117K | 0.01% | 1066 |
|
|
2021
Q4 | $34.8M | Buy |
253,507
+198,471
| +361% | +$27.3M | 0.01% | 942 |
|
|
2021
Q3 | $8.79M | Sell |
55,036
-1,100,678
| -95% | -$176M | ﹤0.01% | 2243 |
|
|
2021
Q2 | $212M | Sell |
1,155,714
-47,125
| -4% | -$8.64M | 0.05% | 372 |
|
|
2021
Q1 | $188M | Buy |
1,202,839
+151,991
| +14% | +$23.8M | 0.04% | 402 |
|
|
2020
Q4 | $183M | Buy |
1,050,848
+64,227
| +7% | +$11.2M | 0.04% | 408 |
|
|
2020
Q3 | $128M | Sell |
986,621
-2,187
| -0.2% | -$284K | 0.04% | 454 |
|
|
2020
Q2 | $109M | Sell |
988,808
-131,021
| -12% | -$14.5M | 0.03% | 507 |
|
|
2020
Q1 | $85.6M | Buy |
1,119,829
+460,646
| +70% | +$35.2M | 0.03% | 518 |
|
|
2019
Q4 | $43.2M | Buy |
659,183
+44,851
| +7% | +$2.94M | 0.01% | 1014 |
|
|
2019
Q3 | $33M | Buy |
614,332
+4,944
| +0.8% | +$266K | 0.01% | 1133 |
|
|
2019
Q2 | $31.3M | Sell |
609,388
-101,176
| -14% | -$5.19M | 0.01% | 1193 |
|
|
2019
Q1 | $37.5M | Sell |
710,564
-181,861
| -20% | -$9.61M | 0.01% | 1061 |
|
|
2018
Q4 | $39M | Sell |
892,425
-111,365
| -11% | -$4.87M | 0.01% | 956 |
|
|
2018
Q3 | $43.9M | Buy |
1,003,790
+129,297
| +15% | +$5.65M | 0.01% | 1005 |
|
|
2018
Q2 | $30.2M | Sell |
874,493
-153,300
| -15% | -$5.3M | 0.01% | 1221 |
|
|
2018
Q1 | $30.6M | Sell |
1,027,793
-137,502
| -12% | -$4.1M | 0.01% | 1179 |
|
|
2017
Q4 | $29M | Sell |
1,165,295
-365,957
| -24% | -$9.1M | 0.01% | 1222 |
|
|
2017
Q3 | $36.6M | Buy |
1,531,252
+366,166
| +31% | +$8.75M | 0.01% | 1060 |
|
|
2017
Q2 | $25.1M | Sell |
1,165,086
-235,143
| -17% | -$5.06M | 0.01% | 1239 |
|
|
2017
Q1 | $23M | Buy |
1,400,229
+775,345
| +124% | +$12.8M | 0.01% | 1289 |
|
|
2016
Q4 | $8.87M | Buy |
624,884
+495,295
| +382% | +$7.03M | ﹤0.01% | 1934 |
|
|
2016
Q3 | $2.03M | Buy |
129,589
+114,642
| +767% | +$1.8M | ﹤0.01% | 2918 |
|
|
2016
Q2 | $178K | Sell |
14,947
-14,239
| -49% | -$170K | ﹤0.01% | 4329 |
|
|
2016
Q1 | $260K | Buy |
29,186
+14,165
| +94% | +$126K | ﹤0.01% | 4122 |
|
|
2015
Q4 | $131K | Buy |
15,021
+14,901
| +12,418% | +$130K | ﹤0.01% | 4558 |
|
|
2015
Q3 | $0 | Sell |
120
-1,068
| -90% | – | ﹤0.01% | 5937 |
|
|
2015
Q2 | $6K | Sell |
1,188
-1,384
| -54% | -$6.99K | ﹤0.01% | 5694 |
|
|
2015
Q1 | $14K | Buy |
2,572
+2,006
| +354% | +$10.9K | ﹤0.01% | 5297 |
|
|
2014
Q4 | $3K | Sell |
566
-2,194
| -79% | -$11.6K | ﹤0.01% | 5695 |
|
|
2014
Q3 | $18K | Buy |
2,760
+1,892
| +218% | +$12.3K | ﹤0.01% | 5190 |
|
|
2014
Q2 | $6K | Buy |
+868
| New | +$6K | ﹤0.01% | 5579 |
|