Pinnacle Wealth Planning Services’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,276
| Closed | -$321K | – | 407 |
|
|
2024
Q4 | $321K | Sell |
1,276
-81
| -6% | -$20.4K | 0.05% | 238 |
|
|
2024
Q3 | $299K | Buy |
1,357
+27
| +2% | +$5.95K | 0.04% | 307 |
|
|
2024
Q2 | $229K | Buy |
1,330
+143
| +12% | +$24.6K | 0.03% | 373 |
|
|
2024
Q1 | $225K | Buy |
+1,187
| New | +$225K | 0.03% | 383 |
|
|
2021
Q1 | – | Sell |
-470
| Closed | -$83K | – | 904 |
|
|
2020
Q4 | $83K | Buy |
+470
| New | +$83K | 0.02% | 553 |
|