Carson Wealth (CWM LLC)’s F5 FFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,450
+916
| +26% | +$270K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $941K | Buy |
3,534
+1,791
| +103% | +$477K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $438K | Buy |
1,743
+13
| +0.8% | +$3.27K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $381K | Buy |
1,730
+342
| +25% | +$75.3K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $239K | Buy |
1,388
+904
| +187% | +$156K | ﹤0.01% | 1490 |
|
|
2024
Q1 | $92K | Buy |
484
+200
| +70% | +$38K | ﹤0.01% | 1923 |
|
|
2023
Q4 | $51K | Buy |
284
+9
| +3% | +$1.62K | ﹤0.01% | 2164 |
|
|
2023
Q3 | $44K | Buy |
275
+61
| +29% | +$9.76K | ﹤0.01% | 2137 |
|
|
2023
Q2 | $31K | Sell |
214
-160
| -43% | -$23.2K | ﹤0.01% | 2336 |
|
|
2023
Q1 | $54K | Buy |
374
+49
| +15% | +$7.08K | ﹤0.01% | 1822 |
|
|
2022
Q4 | $47K | Buy |
325
+57
| +21% | +$8.24K | ﹤0.01% | 1776 |
|
|
2022
Q3 | $39K | Sell |
268
-119
| -31% | -$17.3K | ﹤0.01% | 1783 |
|
|
2022
Q2 | $59K | Buy |
387
+79
| +26% | +$12K | ﹤0.01% | 1549 |
|
|
2022
Q1 | $64K | Buy |
308
+203
| +193% | +$42.2K | ﹤0.01% | 1496 |
|
|
2021
Q4 | $26K | Buy |
+105
| New | +$26K | ﹤0.01% | 1841 |
|
|
2021
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 2409 |
|
|
2019
Q1 | $4K | Sell |
20
-6
| -23% | -$1.2K | ﹤0.01% | 2409 |
|
|
2018
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1583 |
|
|
2018
Q1 | – | Sell |
-42
| Closed | -$6K | – | 1448 |
|
|
2017
Q4 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 1026 |
|
|
2013
Q4 | – | Sell |
-30
| Closed | -$3K | – | 585 |
|
|
2013
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 416 |
|