Concord Wealth Partners’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871 | Hold |
4
| – | – | ﹤0.01% | 764 |
|
|
2025
Q1 | $641 | Hold |
4
| – | – | ﹤0.01% | 747 |
|
|
2024
Q4 | $694 | Hold |
4
| – | – | ﹤0.01% | 836 |
|
|
2024
Q3 | $794 | Hold |
4
| – | – | ﹤0.01% | 860 |
|
|
2024
Q2 | $775 | Hold |
4
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $874 | Hold |
4
| – | – | ﹤0.01% | 797 |
|
|
2023
Q4 | $772 | Sell |
4
-10
| -71% | -$1.93K | ﹤0.01% | 769 |
|
|
2023
Q3 | $2.3K | Hold |
14
| – | – | ﹤0.01% | 852 |
|
|
2023
Q2 | $2.2K | Hold |
14
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $1.87K | Hold |
14
| – | – | ﹤0.01% | 824 |
|
|
2022
Q4 | $1.78K | Buy |
+14
| New | +$1.78K | ﹤0.01% | 962 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$2K | – | 490 |
|
|
2022
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q4 | $3K | Buy |
14
+4
| +40% | +$857 | ﹤0.01% | 1046 |
|
|
2021
Q3 | $1K | Sell |
10
-4
| -29% | -$400 | ﹤0.01% | 827 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 822 |
|