Capital Analysts LLC’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Hold |
3,429
| – | – | 0.02% | 324 |
|
|
2025
Q1 | $549K | Hold |
3,429
| – | – | 0.02% | 354 |
|
|
2024
Q4 | $595K | Hold |
3,429
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $681K | Buy |
+3,429
| New | +$681K | 0.03% | 286 |
|
|
2024
Q2 | – | Sell |
-3,429
| Closed | -$749K | – | 1212 |
|
|
2024
Q1 | $749K | Hold |
3,429
| – | – | 0.04% | 278 |
|
|
2023
Q4 | $662K | Sell |
3,429
-5
| -0.1% | -$965 | 0.03% | 282 |
|
|
2023
Q3 | $565K | Buy |
+3,434
| New | +$565K | 0.03% | 285 |
|