AFCM
Applied Finance Capital Management’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,208
| Closed | -$674K | – | 331 |
|
|
2025
Q1 | $674K | Hold |
4,208
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $730K | Buy |
4,208
+316
| +8% | +$54.8K | 0.03% | 139 |
|
|
2024
Q3 | $773K | Buy |
3,892
+530
| +16% | +$105K | 0.03% | 151 |
|
|
2024
Q2 | $651K | Buy |
+3,362
| New | +$651K | 0.03% | 153 |
|