Charles Schwab’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 | $175M | Buy |
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|
2025
Q2 | $161M | Buy |
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|
2025
Q1 | $110M | Sell |
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|
2024
Q4 | $135M | Buy |
|
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|
2024
Q3 | $144M | Buy |
|
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|
2024
Q2 | $118M | Buy |
|
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|
2024
Q1 | $132M | Buy |
|
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|
2023
Q4 | $116M | Buy |
|
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|
2023
Q3 | $96M | Buy |
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|
2023
Q2 | $78.6M | Buy |
|
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|
2023
Q1 | $63.5M | Sell |
|
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|
2022
Q4 | $61.1M | Buy |
|