Avior Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-575
| Closed | -$99.8K | – | 1284 |
|
|
2024
Q4 | $99.8K | Sell |
575
-36
| -6% | -$6.25K | ﹤0.01% | 897 |
|
|
2024
Q3 | $121K | Sell |
611
-196
| -24% | -$38.9K | ﹤0.01% | 828 |
|
|
2024
Q2 | $156K | Buy |
807
+43
| +6% | +$8.33K | 0.01% | 738 |
|
|
2024
Q1 | $167K | Buy |
764
+655
| +601% | +$143K | 0.01% | 766 |
|
|
2023
Q4 | $21K | Hold |
109
| – | – | ﹤0.01% | 877 |
|
|
2023
Q3 | $17.9K | Hold |
109
| – | – | ﹤0.01% | 958 |
|
|
2023
Q2 | $17.1K | Hold |
109
| – | – | ﹤0.01% | 956 |
|
|
2023
Q1 | $14.6K | Hold |
109
| – | – | ﹤0.01% | 998 |
|
|
2022
Q4 | $13.8K | Hold |
109
| – | – | ﹤0.01% | 806 |
|
|
2022
Q3 | $11K | Buy |
+109
| New | +$11K | ﹤0.01% | 836 |
|