Cardiff Park Advisors’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,160
Closed -$230K 340
2024
Q3
$230K Hold
1,160
0.02% 232
2024
Q2
$225K Buy
1,160
+4
+0.3% +$775 0.02% 231
2024
Q1
$252K Buy
1,156
+5
+0.4% +$1.09K 0.02% 222
2023
Q4
$222K Buy
+1,151
New +$222K 0.02% 219