Checchi Capital Advisers’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
2,537
-83
| -3% | -$18.1K | 0.03% | 311 |
|
|
2025
Q1 | $420K | Buy |
2,620
+25
| +1% | +$4.01K | 0.02% | 369 |
|
|
2024
Q4 | $450K | Sell |
2,595
-17
| -0.7% | -$2.95K | 0.03% | 339 |
|
|
2024
Q3 | $519K | Buy |
2,612
+12
| +0.5% | +$2.38K | 0.03% | 317 |
|
|
2024
Q2 | $503K | Sell |
2,600
-8
| -0.3% | -$1.55K | 0.03% | 313 |
|
|
2024
Q1 | $570K | Sell |
2,608
-637
| -20% | -$139K | 0.04% | 298 |
|
|
2023
Q4 | $627K | Sell |
3,245
-28
| -0.9% | -$5.41K | 0.05% | 257 |
|
|
2023
Q3 | $538K | Sell |
3,273
-13
| -0.4% | -$2.14K | 0.05% | 272 |
|
|
2023
Q2 | $517K | Buy |
3,286
+156
| +5% | +$24.5K | 0.05% | 287 |
|
|
2023
Q1 | $419K | Hold |
3,130
| – | – | 0.04% | 324 |
|
|
2022
Q4 | $397K | Hold |
3,130
| – | – | 0.04% | 326 |
|
|
2022
Q3 | $324K | Buy |
3,130
+34
| +1% | +$3.52K | 0.03% | 364 |
|
|
2022
Q2 | $390K | Buy |
3,096
+376
| +14% | +$47.4K | 0.03% | 340 |
|
|
2022
Q1 | $367K | Buy |
2,720
+81
| +3% | +$10.9K | 0.03% | 343 |
|
|
2021
Q4 | $472K | Buy |
2,639
+74
| +3% | +$13.2K | 0.04% | 261 |
|
|
2021
Q3 | $358K | Sell |
2,565
-8
| -0.3% | -$1.12K | 0.04% | 310 |
|
|
2021
Q2 | $358K | Buy |
2,573
+58
| +2% | +$8.07K | 0.04% | 313 |
|
|
2021
Q1 | $302K | Buy |
+2,515
| New | +$302K | 0.03% | 346 |
|