Avion Wealth’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
56
+38
| +211% | +$8.14K | ﹤0.01% | 415 |
|
|
2025
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 632 |
|
|
2024
Q4 | $3K | Sell |
18
-8
| -31% | -$1.33K | ﹤0.01% | 630 |
|
|
2024
Q3 | $5K | Buy |
26
+4
| +18% | +$769 | ﹤0.01% | 516 |
|
|
2024
Q2 | $4K | Buy |
22
+2
| +10% | +$364 | ﹤0.01% | 503 |
|
|
2024
Q1 | $5K | Buy |
20
+4
| +25% | +$1K | ﹤0.01% | 457 |
|
|
2023
Q4 | $3K | Sell |
16
-1
| -6% | -$188 | ﹤0.01% | 483 |
|
|
2023
Q3 | $2K | Buy |
17
+7
| +70% | +$824 | ﹤0.01% | 476 |
|
|
2023
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 573 |
|