Klingman & Associates’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
1,787
+29
| +2% | +$8.54K | 0.03% | 167 |
|
|
2025
Q1 | $468K | Buy |
1,758
+4
| +0.2% | +$1.07K | 0.03% | 162 |
|
|
2024
Q4 | $441K | Buy |
1,754
+28
| +2% | +$7.04K | 0.03% | 165 |
|
|
2024
Q3 | $380K | Hold |
1,726
| – | – | 0.02% | 187 |
|
|
2024
Q2 | $297K | Buy |
1,726
+7
| +0.4% | +$1.21K | 0.02% | 192 |
|
|
2024
Q1 | $326K | Buy |
1,719
+3
| +0.2% | +$569 | 0.02% | 184 |
|
|
2023
Q4 | $307K | Buy |
1,716
+5
| +0.3% | +$895 | 0.02% | 182 |
|
|
2023
Q3 | $276K | Hold |
1,711
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $250K | Buy |
1,711
+1
| +0.1% | +$146 | 0.02% | 188 |
|
|
2023
Q1 | $249K | Hold |
1,710
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $245K | Sell |
1,710
-4
| -0.2% | -$574 | 0.02% | 176 |
|
|
2022
Q3 | $248K | Sell |
1,714
-3
| -0.2% | -$434 | 0.02% | 161 |
|
|
2022
Q2 | $263K | Sell |
1,717
-17
| -1% | -$2.6K | 0.03% | 159 |
|
|
2022
Q1 | $362K | Buy |
+1,734
| New | +$362K | 0.03% | 146 |
|