Clearstead Advisors’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 | $85.3K | Buy |
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|
2025
Q2 | $76K | Buy |
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|
2025
Q1 | $42.7K | Sell |
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|
2024
Q4 | $171K | Buy |
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|
2024
Q3 | $88.2K | Buy |
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|
2024
Q2 | $56.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $0 | Sell |
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|
2021
Q2 | $2K | Buy |
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|
2021
Q1 | $0 | Buy |
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