Carolinas Wealth Consulting’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 |
-86
| Closed | -$13.8K | – | 321 |
|
2025
Q1 | $13.8K | Buy |
86
+10
| +13% | +$1.6K | ﹤0.01% | 494 |
|
2024
Q4 | $13.2K | Buy |
76
+17
| +29% | +$2.96K | ﹤0.01% | 520 |
|
2024
Q3 | $11.7K | Sell |
59
-1
| -2% | -$199 | ﹤0.01% | 541 |
|
2024
Q2 | $11.6K | Sell |
60
-3
| -5% | -$581 | ﹤0.01% | 541 |
|
2024
Q1 | $13.8K | Buy |
63
+13
| +26% | +$2.86K | ﹤0.01% | 519 |
|
2023
Q4 | $9.65K | Buy |
50
+8
| +19% | +$1.55K | ﹤0.01% | 548 |
|
2023
Q3 | $6.31K | Buy |
42
+12
| +40% | +$1.8K | ﹤0.01% | 580 |
|
2023
Q2 | $4.72K | Buy |
+30
| New | +$4.72K | ﹤0.01% | 679 |
|