BHWA
Beacon Harbor Wealth Advisors’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
1,959
-865
| -31% | -$188K | 0.11% | 60 |
|
|
2025
Q1 | $452K | Hold |
2,824
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $490K | Sell |
2,824
-12
| -0.4% | -$2.08K | 0.11% | 59 |
|
|
2024
Q3 | $563K | Buy |
2,836
+12
| +0.4% | +$2.38K | 0.13% | 53 |
|
|
2024
Q2 | $547K | Hold |
2,824
| – | – | 0.14% | 53 |
|
|
2024
Q1 | $617K | Hold |
2,824
| – | – | 0.16% | 50 |
|
|
2023
Q4 | $545K | Hold |
2,824
| – | – | 0.16% | 57 |
|
|
2023
Q3 | $464K | Hold |
2,824
| – | – | 0.15% | 53 |
|
|
2023
Q2 | $444K | Hold |
2,824
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $378K | Buy |
2,824
+569
| +25% | +$76.2K | 0.13% | 54 |
|
|
2022
Q4 | $286K | Buy |
+2,255
| New | +$286K | 0.1% | 66 |
|