Institute for Wealth Management’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Hold |
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|
2025
Q2 | $1.05M | Hold |
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|
2025
Q1 | $948K | Hold |
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|
2024
Q4 | $896K | Hold |
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|
2024
Q3 | $784K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $281K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $450K | Hold |
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|
2021
Q3 | $365K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $234K | Buy |
|