AE Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
+1,377
| New | +$300K | ﹤0.01% | 1120 |
|
|
2024
Q4 | – | Sell |
-9,500
| Closed | -$1.89M | – | 2138 |
|
|
2024
Q3 | $1.89M | Sell |
9,500
-1,103
| -10% | -$219K | 0.02% | 553 |
|
|
2024
Q2 | $2.05M | Sell |
10,603
-915
| -8% | -$177K | 0.02% | 512 |
|
|
2024
Q1 | $2.52M | Sell |
11,518
-27,726
| -71% | -$6.06M | 0.03% | 447 |
|
|
2023
Q4 | $7.37M | Buy |
39,244
+24,880
| +173% | +$4.68M | 0.04% | 475 |
|
|
2023
Q3 | $2.36M | Buy |
14,364
+1,968
| +16% | +$324K | 0.01% | 791 |
|
|
2023
Q2 | $1.95M | Sell |
12,396
-41,981
| -77% | -$6.6M | 0.01% | 854 |
|
|
2023
Q1 | $7.27M | Buy |
54,377
+1,863
| +4% | +$249K | 0.05% | 422 |
|
|
2022
Q4 | $6.67M | Buy |
+52,514
| New | +$6.67M | 0.05% | 407 |
|