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Whipplewood Advisors’s Five Below FIVE Stock Holding History

Whipplewood Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262 Sell
2
-16
-89% -$2.1K ﹤0.01% 1161
2025
Q1 		$150 Buy
18
+16
+800% +$133 ﹤0.01% 1192
2024
Q4 		$210 Buy
+2
New +$210 ﹤0.01% 1161