CIBC Private Wealth Group’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
996
+48
| +5% | +$10.5K | ﹤0.01% | 1097 |
|
|
2025
Q1 | $140K | Sell |
948
-24,174
| -96% | -$3.58M | ﹤0.01% | 1213 |
|
|
2024
Q4 | $4.32M | Buy |
25,122
+24,175
| +2,553% | +$4.16M | 0.01% | 446 |
|
|
2024
Q3 | $188K | Sell |
947
-211
| -18% | -$41.9K | ﹤0.01% | 1218 |
|
|
2024
Q2 | $221K | Sell |
1,158
-912
| -44% | -$174K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $450K | Sell |
2,070
-2,353
| -53% | -$511K | ﹤0.01% | 860 |
|
|
2023
Q4 | $854K | Sell |
4,423
-1,439
| -25% | -$278K | ﹤0.01% | 668 |
|
|
2023
Q3 | $964K | Sell |
5,862
-457
| -7% | -$75.2K | ﹤0.01% | 613 |
|
|
2023
Q2 | $994K | Buy |
6,319
+486
| +8% | +$76.5K | ﹤0.01% | 600 |
|
|
2023
Q1 | $780K | Buy |
5,833
+100
| +2% | +$13.4K | ﹤0.01% | 644 |
|
|
2022
Q4 | $388K | Buy |
5,733
+1,620
| +39% | +$110K | ﹤0.01% | 656 |
|
|
2022
Q3 | $423K | Hold |
4,113
| – | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $455K | Buy |
+4,113
| New | +$455K | ﹤0.01% | 719 |
|