BSW Wealth Partners’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+1,254
| New | +$273K | 0.04% | 257 |
|
|
2025
Q1 | – | Sell |
-1,337
| Closed | -$232K | – | 317 |
|
|
2024
Q4 | $232K | Sell |
1,337
-16
| -1% | -$2.78K | 0.03% | 273 |
|
|
2024
Q3 | $269K | Sell |
1,353
-363
| -21% | -$72.1K | 0.04% | 239 |
|
|
2024
Q2 | $332K | Sell |
1,716
-97
| -5% | -$18.8K | 0.05% | 191 |
|
|
2024
Q1 | $396K | Buy |
1,813
+206
| +13% | +$45K | 0.07% | 169 |
|
|
2023
Q4 | $310K | Buy |
1,607
+16
| +1% | +$3.09K | 0.06% | 199 |
|
|
2023
Q3 | $262K | Sell |
1,591
-233
| -13% | -$38.3K | 0.06% | 199 |
|
|
2023
Q2 | $287K | Sell |
1,824
-68
| -4% | -$10.7K | 0.06% | 193 |
|
|
2023
Q1 | $253K | Buy |
+1,892
| New | +$253K | 0.05% | 253 |
|