Avantax Advisory Services’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
4,720
+434
| +10% | +$94.5K | 0.01% | 1156 |
|
|
2025
Q1 | $687K | Sell |
4,286
-1,311
| -23% | -$210K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $971K | Buy |
5,597
+559
| +11% | +$97K | 0.01% | 1051 |
|
|
2024
Q3 | $1M | Sell |
5,038
-1,055
| -17% | -$210K | 0.01% | 1020 |
|
|
2024
Q2 | $1.18M | Buy |
+6,093
| New | +$1.18M | 0.01% | 899 |
|