Whittier Trust’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-524
| Closed | -$14.2K | – | 1527 |
|
|
2025
Q1 | $14.2K | Hold |
524
| – | – | ﹤0.01% | 1164 |
|
|
2024
Q4 | $21.3K | Hold |
524
| – | – | ﹤0.01% | 1093 |
|
|
2024
Q3 | $15K | Hold |
524
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q2 | $23.1K | Hold |
524
| – | – | ﹤0.01% | 1069 |
|
|
2024
Q1 | $32.5K | Hold |
524
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q4 | $41.2K | Sell |
524
-2
| -0.4% | -$157 | ﹤0.01% | 960 |
|
|
2023
Q3 | $33.8K | Buy |
526
+2
| +0.4% | +$129 | ﹤0.01% | 1007 |
|
|
2023
Q2 | $43.2K | Hold |
524
| – | – | ﹤0.01% | 965 |
|
|
2023
Q1 | $37.9K | Hold |
524
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q4 | $35.6K | Hold |
524
| – | – | ﹤0.01% | 1025 |
|
|
2022
Q3 | $39K | Hold |
524
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q2 | $48K | Sell |
524
-15
| -3% | -$1.37K | ﹤0.01% | 959 |
|
|
2022
Q1 | $60K | Buy |
539
+15
| +3% | +$1.67K | ﹤0.01% | 929 |
|
|
2021
Q4 | $72K | Buy |
+524
| New | +$72K | ﹤0.01% | 896 |
|