Cerity Partners’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
22,994
+7,323
| +47% | +$1.59M | 0.01% | 800 |
|
|
2025
Q1 | $2.51M | Buy |
15,671
+6,361
| +68% | +$1.02M | 0.01% | 1005 |
|
|
2024
Q4 | $1.74M | Sell |
9,310
-837
| -8% | -$156K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $2.01M | Buy |
10,147
+6,479
| +177% | +$1.29M | ﹤0.01% | 1088 |
|
|
2024
Q2 | $710K | Sell |
3,668
-3,744
| -51% | -$725K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $1.62M | Buy |
7,412
+5,929
| +400% | +$1.3M | ﹤0.01% | 1066 |
|
|
2023
Q4 | $286K | Buy |
+1,483
| New | +$286K | ﹤0.01% | 1543 |
|
|
2022
Q1 | – | Sell |
-1,716
| Closed | -$309K | – | 996 |
|
|
2021
Q4 | $309K | Buy |
+1,716
| New | +$309K | ﹤0.01% | 756 |
|