Buckley Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,112
| Closed | -$819K | – | 109 |
|
|
2025
Q1 | $819K | Buy |
5,112
+134
| +3% | +$21.5K | 0.25% | 69 |
|
|
2024
Q4 | $864K | Buy |
4,978
+53
| +1% | +$9.2K | 0.26% | 63 |
|
|
2024
Q3 | $978K | Buy |
4,925
+199
| +4% | +$39.5K | 0.3% | 62 |
|
|
2024
Q2 | $915K | Sell |
4,726
-14
| -0.3% | -$2.71K | 0.29% | 61 |
|
|
2024
Q1 | $1.04M | Sell |
4,740
-161
| -3% | -$35.2K | 0.33% | 57 |
|
|
2023
Q4 | $946K | Sell |
4,901
-41
| -0.8% | -$7.92K | 0.33% | 60 |
|
|
2023
Q3 | $813K | Sell |
4,942
-1,421
| -22% | -$234K | 0.3% | 60 |
|
|
2023
Q2 | $1M | Buy |
6,363
+1,249
| +24% | +$196K | 0.34% | 53 |
|
|
2023
Q1 | $684K | Buy |
5,114
+394
| +8% | +$52.7K | 0.25% | 70 |
|
|
2022
Q4 | $599K | Buy |
+4,720
| New | +$599K | 0.22% | 75 |
|