AO
Advisor OS’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,457
| Closed | -$488K | – | 423 |
|
|
2024
Q3 | $488K | Sell |
2,457
-197
| -7% | -$39.1K | 0.05% | 253 |
|
|
2024
Q2 | $514K | Sell |
2,654
-236
| -8% | -$45.7K | 0.06% | 245 |
|
|
2024
Q1 | $631K | Buy |
2,890
+11
| +0.4% | +$2.4K | 0.07% | 208 |
|
|
2023
Q4 | $556K | Sell |
2,879
-189
| -6% | -$36.5K | 0.07% | 207 |
|
|
2023
Q3 | $505K | Buy |
3,068
+488
| +19% | +$80.3K | 0.08% | 186 |
|
|
2023
Q2 | $406K | Buy |
2,580
+982
| +61% | +$154K | 0.07% | 211 |
|
|
2023
Q1 | $214K | Sell |
1,598
-27
| -2% | -$3.61K | 0.05% | 226 |
|
|
2022
Q4 | $206K | Buy |
+1,625
| New | +$206K | 0.05% | 205 |
|