JFS Wealth Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Buy |
47
+2
| +4% | +$589 | ﹤0.01% | 760 |
|
|
2025
Q1 | $12K | Buy |
45
+3
| +7% | +$799 | ﹤0.01% | 820 |
|
|
2024
Q4 | $10.6K | Hold |
42
| – | – | ﹤0.01% | 835 |
|
|
2024
Q3 | $9.25K | Buy |
42
+1
| +2% | +$220 | ﹤0.01% | 881 |
|
|
2024
Q2 | $7.06K | Sell |
41
-1
| -2% | -$172 | ﹤0.01% | 917 |
|
|
2024
Q1 | $7.96K | Sell |
42
-3
| -7% | -$569 | ﹤0.01% | 893 |
|
|
2023
Q4 | $8.06K | Buy |
45
+7
| +18% | +$1.25K | ﹤0.01% | 854 |
|
|
2023
Q3 | $6.12K | Buy |
38
+5
| +15% | +$806 | ﹤0.01% | 910 |
|
|
2023
Q2 | $4.83K | Buy |
33
+3
| +10% | +$439 | ﹤0.01% | 1019 |
|
|
2023
Q1 | $4.37K | Sell |
30
-2
| -6% | -$291 | ﹤0.01% | 1050 |
|
|
2022
Q4 | $4.59K | Sell |
32
-6
| -16% | -$861 | ﹤0.01% | 1020 |
|
|
2022
Q3 | $5K | Buy |
38
+22
| +138% | +$2.9K | ﹤0.01% | 977 |
|
|
2022
Q2 | $2K | Sell |
16
-14
| -47% | -$1.75K | ﹤0.01% | 1313 |
|
|
2022
Q1 | $6K | Buy |
30
+18
| +150% | +$3.6K | ﹤0.01% | 967 |
|
|
2021
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 937 |
|
|
2016
Q3 | – | Sell |
-1,200
| Closed | -$137K | – | 494 |
|
|
2016
Q2 | $137K | Buy |
+1,200
| New | +$137K | 0.04% | 191 |
|