B. Riley Wealth Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $233K | Sell |
1,334
-34
| -2% | -$5.93K | 0.01% | 969 |
|
|
2024
Q3 | $272K | Sell |
1,368
-98
| -7% | -$19.5K | 0.01% | 1005 |
|
|
2024
Q2 | $285K | Sell |
1,466
-2,500
| -63% | -$486K | 0.01% | 1055 |
|
|
2024
Q1 | $652K | Buy |
3,966
+989
| +33% | +$163K | 0.02% | 669 |
|
|
2023
Q4 | $575K | Sell |
2,977
-989
| -25% | -$191K | 0.02% | 747 |
|
|
2023
Q3 | $652K | Sell |
3,966
-56
| -1% | -$9.21K | 0.02% | 669 |
|
|
2023
Q2 | $635K | Buy |
4,022
+28
| +0.7% | +$4.42K | 0.01% | 749 |
|
|
2023
Q1 | $537K | Sell |
3,994
-235
| -6% | -$31.6K | 0.01% | 773 |
|
|
2022
Q4 | $540K | Buy |
+4,229
| New | +$540K | 0.02% | 752 |
|