Beacon Harbor Wealth Advisors’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
2025
Q1
$452K Hold
2024
Q4
$490K Sell
2024
Q3
$563K Buy
2024
Q2
$547K Hold
2024
Q1
$617K Hold
2023
Q4
$545K Hold
2023
Q3
$464K Hold
2023
Q2
$444K Hold
2023
Q1
$378K Buy
2022
Q4
$286K Buy