Atria Investments’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
11,142
+2,328
| +26% | +$507K | 0.03% | 649 |
|
|
2025
Q1 | $1.41M | Sell |
8,814
-6,158
| -41% | -$987K | 0.02% | 864 |
|
|
2024
Q4 | $2.6M | Sell |
14,972
-2,977
| -17% | -$517K | 0.03% | 580 |
|
|
2024
Q3 | $3.56M | Sell |
17,949
-2,346
| -12% | -$466K | 0.04% | 464 |
|
|
2024
Q2 | $3.93M | Buy |
20,295
+2,333
| +13% | +$452K | 0.05% | 414 |
|
|
2024
Q1 | $3.92M | Buy |
17,962
+979
| +6% | +$214K | 0.05% | 412 |
|
|
2023
Q4 | $3.28M | Buy |
16,983
+6,145
| +57% | +$1.19M | 0.05% | 416 |
|
|
2023
Q3 | $1.78M | Buy |
10,838
+3,902
| +56% | +$642K | 0.03% | 610 |
|
|
2023
Q2 | $1.09M | Buy |
+6,936
| New | +$1.09M | 0.02% | 793 |
|