Beacon Investment Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
6,035
+11
| +0.2% | +$2.4K | 0.57% | 57 |
|
|
2025
Q1 | $965K | Buy |
6,024
+33
| +0.6% | +$5.29K | 0.46% | 64 |
|
|
2024
Q4 | $1.04M | Buy |
5,991
+109
| +2% | +$18.9K | 0.49% | 60 |
|
|
2024
Q3 | $1.17M | Buy |
5,882
+59
| +1% | +$11.7K | 0.55% | 56 |
|
|
2024
Q2 | $1.13M | Buy |
5,823
+105
| +2% | +$20.3K | 0.58% | 56 |
|
|
2024
Q1 | $1.25M | Buy |
+5,718
| New | +$1.25M | 0.71% | 48 |
|