Bell 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 | $14.4K | Buy |
66
+8
| +14% | +$1.74K | ﹤0.01% | 543 |
|
|
2025
Q1 | $9.29K | Sell |
58
-6
| -9% | -$961 | ﹤0.01% | 636 |
|
|
2024
Q4 | $11.1K | Sell |
64
-22
| -26% | -$3.82K | ﹤0.01% | 559 |
|
|
2024
Q3 | $17.1K | Buy |
86
+5
| +6% | +$993 | ﹤0.01% | 435 |
|
|
2024
Q2 | $15.7K | Buy |
81
+11
| +16% | +$2.13K | ﹤0.01% | 451 |
|
|
2024
Q1 | $15.3K | Buy |
70
+4
| +6% | +$874 | ﹤0.01% | 442 |
|
|
2023
Q4 | $12.7K | Sell |
66
-4
| -6% | -$772 | ﹤0.01% | 473 |
|
|
2023
Q3 | $11.5K | Buy |
70
+8
| +13% | +$1.32K | ﹤0.01% | 455 |
|
|
2023
Q2 | $9.75K | Buy |
62
+57
| +1,140% | +$8.97K | ﹤0.01% | 520 |
|
|
2023
Q1 | $669 | Buy |
+5
| New | +$669 | ﹤0.01% | 1690 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | – | – | 1967 |
|
|
2022
Q3 | $0 | Sell |
4
-35
| -90% | – | ﹤0.01% | 1798 |
|
|
2022
Q2 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 795 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1429 |
|