GeoWealth Management’s F5 FFIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Buy	3,418 +369	+12%	+$109K	0.04%	254
2025 Q1	$812K	Sell	3,049 -2,062	-40%	-$549K	0.03%	315
2024 Q4	$1.29M	Buy	5,111 +1,463	+40%	+$368K	0.04%	251
2024 Q3	$803K	Buy	+3,648	New	+$803K	0.03%	359