Creative Planning Five9, Inc. Transaction History

Creative Planning

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 16, 2023	SELL	$63.31 - $87.94 $155,552 - $216,068	-2,457 Reduced 38.75%	3,884 $249,000
Q2 2023 Jul 21, 2023	SELL	$51.5 - $82.45 $28,016 - $44,852	-544 Reduced 7.9%	6,341 $522,000
Q1 2023 May 15, 2023	SELL	$60.41 - $85.61 $32,560 - $46,143	-539 Reduced 7.26%	6,885 $497,000
Q4 2022 Feb 10, 2023	SELL	$47.3 - $81.45 $19,629 - $33,801	-415 Reduced 5.29%	7,424 $503,000
Q3 2022 Nov 03, 2022	SELL	$74.98 - $118.02 $45,812 - $72,110	-611 Reduced 7.23%	7,839 $588,000
Q2 2022 Aug 15, 2022	BUY	$82.23 - $119.09 $194,309 - $281,409	2,363 Added 38.82%	8,450 $770,000
Q4 2021 Feb 11, 2022	BUY	$128.25 - $167.26 $91,955 - $119,925	717 Added 13.35%	6,087 $836,000
Q3 2021 Nov 10, 2021	SELL	$158.23 - $209.7 $7,595 - $10,065	-48 Reduced 0.89%	5,370 $858,000
Q2 2021 Aug 04, 2021	SELL	$155.97 - $187.97 $396,163 - $477,443	-2,540 Reduced 31.92%	5,418 $994,000
Q1 2021 Apr 30, 2021	BUY	$151.44 - $197.79 $85,563 - $111,751	565 Added 7.64%	7,958 $1.24 Million
Q4 2020 Jan 29, 2021	SELL	$131.95 - $186.65 $101,205 - $143,160	-767 Reduced 9.4%	7,393 $1.29 Million
Q2 2020 Jul 23, 2020	BUY	$73.74 - $110.67 $378,581 - $568,179	5,134 Added 169.66%	8,160 $903,000
Q1 2020 May 05, 2020	BUY	$56.45 - $78.75 $170,817 - $238,297	3,026 New	3,026 $231,000

324

75.3M

4.38M

1.08M

Ticker FIVN
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 70,103,000
Market Cap $2.7B
Description
Five9, Inc., together with its subsidiaries, provides cloud software for contact centers in the United States and internationally. The company offers virtual contact center cloud platform that delivers a suite of applications, which enables the breadth of contact center-related customer service, sales, and marketing functions. Its solution enabl...

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