Alta Advisers’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+1,067
| New | +$232K | 0.08% | 212 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$99.3K | – | 251 |
|
|
2024
Q3 | $99.3K | Hold |
500
| – | – | 0.05% | 296 |
|
|
2024
Q2 | $96.8K | Hold |
500
| – | – | 0.05% | 272 |
|
|
2024
Q1 | $109K | Hold |
500
| – | – | 0.05% | 255 |
|
|
2023
Q4 | $96.5K | Hold |
500
| – | – | 0.05% | 266 |
|
|
2023
Q3 | $82.2K | Hold |
500
| – | – | 0.05% | 279 |
|
|
2023
Q2 | $78.7K | Hold |
500
| – | – | 0.04% | 308 |
|
|
2023
Q1 | $66.9K | Buy |
+500
| New | +$66.9K | 0.04% | 333 |
|