Institute for Wealth 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 | $1.05M | Hold |
3,562
| – | – | 0.12% | 183 |
|
|
2025
Q1 | $948K | Hold |
3,562
| – | – | 0.12% | 189 |
|
|
2024
Q4 | $896K | Hold |
3,562
| – | – | 0.11% | 193 |
|
|
2024
Q3 | $784K | Buy |
3,562
+866
| +32% | +$191K | 0.1% | 215 |
|
|
2024
Q2 | $464K | Buy |
2,696
+595
| +28% | +$102K | 0.06% | 297 |
|
|
2024
Q1 | $398K | Hold |
2,101
| – | – | 0.05% | 324 |
|
|
2023
Q4 | $376K | Sell |
2,101
-75
| -3% | -$13.4K | 0.06% | 322 |
|
|
2023
Q3 | $351K | Hold |
2,176
| – | – | 0.06% | 308 |
|
|
2023
Q2 | $318K | Buy |
2,176
+338
| +18% | +$49.4K | 0.05% | 346 |
|
|
2023
Q1 | $268K | Hold |
1,838
| – | – | 0.05% | 374 |
|
|
2022
Q4 | $264K | Hold |
1,838
| – | – | 0.06% | 367 |
|
|
2022
Q3 | $266K | Hold |
1,838
| – | – | 0.06% | 360 |
|
|
2022
Q2 | $281K | Hold |
1,838
| – | – | 0.06% | 408 |
|
|
2022
Q1 | $384K | Hold |
1,838
| – | – | 0.06% | 347 |
|
|
2021
Q4 | $450K | Hold |
1,838
| – | – | 0.07% | 296 |
|
|
2021
Q3 | $365K | Hold |
1,838
| – | – | 0.06% | 329 |
|
|
2021
Q2 | $343K | Hold |
1,838
| – | – | 0.06% | 339 |
|
|
2021
Q1 | $383K | Hold |
1,838
| – | – | 0.07% | 311 |
|
|
2020
Q4 | $323K | Hold |
1,838
| – | – | 0.06% | 329 |
|
|
2020
Q3 | $226K | Hold |
1,838
| – | – | 0.05% | 378 |
|
|
2020
Q2 | $256K | Buy |
+1,838
| New | +$256K | 0.06% | 347 |
|
|
2020
Q1 | – | Sell |
-1,842
| Closed | -$257K | – | 471 |
|
|
2019
Q4 | $257K | Hold |
1,842
| – | – | 0.06% | 375 |
|
|
2019
Q3 | $259K | Sell |
1,842
-17
| -0.9% | -$2.39K | 0.07% | 351 |
|
|
2019
Q2 | $271K | Hold |
1,859
| – | – | 0.06% | 373 |
|
|
2019
Q1 | $292K | Buy |
+1,859
| New | +$292K | 0.06% | 342 |
|
|
2018
Q1 | – | Sell |
-1,875
| Closed | -$246K | – | 302 |
|
|
2017
Q4 | $246K | Buy |
+1,875
| New | +$246K | 0.06% | 330 |
|
|
2017
Q3 | – | Sell |
-1,840
| Closed | -$234K | – | 293 |
|
|
2017
Q2 | $234K | Buy |
+1,840
| New | +$234K | 0.06% | 346 |
|