Carson Wealth (CWM LLC)’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.86M | Buy |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $809K | Buy |
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|
2024
Q3 | $904K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $98K | Buy |
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|
2023
Q2 | $48K | Sell |
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|
2023
Q1 | $49K | Sell |
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|
2022
Q4 | $49K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $18K | Buy |
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