WhitTier Trust Company’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
+84
| New | +$11K | ﹤0.01% | 1128 |
|
|
2025
Q1 | – | Sell |
-17
| Closed | -$1.78K | – | 1435 |
|
|
2024
Q4 | $1.78K | Hold |
17
| – | – | ﹤0.01% | 1247 |
|
|
2024
Q3 | $1.5K | Sell |
17
-13,514
| -100% | -$1.19M | ﹤0.01% | 1246 |
|
|
2024
Q2 | $1.47M | Buy |
13,531
+518
| +4% | +$56.4K | 0.04% | 245 |
|
|
2024
Q1 | $2.36M | Buy |
13,013
+653
| +5% | +$118K | 0.07% | 204 |
|
|
2023
Q4 | $2.63M | Buy |
12,360
+5,450
| +79% | +$1.16M | 0.08% | 187 |
|
|
2023
Q3 | $1.11M | Buy |
6,910
+102
| +1% | +$16.4K | 0.04% | 266 |
|
|
2023
Q2 | $1.34M | Buy |
6,808
+90
| +1% | +$17.7K | 0.05% | 256 |
|
|
2023
Q1 | $1.38M | Buy |
6,718
+142
| +2% | +$29.2K | 0.05% | 247 |
|
|
2022
Q4 | $1.16M | Buy |
+6,576
| New | +$1.16M | 0.05% | 258 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$4K | – | 935 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 880 |
|