CM Wealth Advisors’s Ferguson FERG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-933	Closed	-$204K	–	109
2024 Q1	$204K	Buy	+933	New	+$204K	0.06%	180
2023 Q2	–	Sell	-3,637	Closed	-$487K	–	256
2023 Q1	$487K	Buy	+3,637	New	+$487K	0.09%	260