Creative Planning’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
23,778
+11,509
| +94% | +$2.51M | ﹤0.01% | 740 |
|
|
2025
Q1 | $1.97M | Buy |
12,269
+3,629
| +42% | +$581K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $1.5M | Buy |
8,640
+1,236
| +17% | +$215K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $1.47M | Buy |
7,404
+2,628
| +55% | +$522K | ﹤0.01% | 1259 |
|
|
2024
Q2 | $925K | Sell |
4,776
-366
| -7% | -$70.9K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $1.12M | Buy |
5,142
+300
| +6% | +$65.5K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $935K | Buy |
4,842
+951
| +24% | +$184K | ﹤0.01% | 1265 |
|
|
2023
Q3 | $640K | Sell |
3,891
-48
| -1% | -$7.9K | ﹤0.01% | 1397 |
|
|
2023
Q2 | $620K | Buy |
3,939
+967
| +33% | +$152K | ﹤0.01% | 1412 |
|
|
2023
Q1 | $398K | Buy |
2,972
+67
| +2% | +$8.96K | ﹤0.01% | 1617 |
|
|
2022
Q4 | $369K | Sell |
2,905
-3,198
| -52% | -$406K | ﹤0.01% | 1582 |
|
|
2022
Q3 | $628K | Buy |
6,103
+1,647
| +37% | +$169K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $493K | Buy |
4,456
+2,338
| +110% | +$259K | ﹤0.01% | 1321 |
|
|
2022
Q1 | $284K | Buy |
2,118
+127
| +6% | +$17K | ﹤0.01% | 1666 |
|
|
2021
Q4 | $357K | Buy |
1,991
+434
| +28% | +$77.8K | ﹤0.01% | 1506 |
|
|
2021
Q3 | $217K | Buy |
+1,557
| New | +$217K | ﹤0.01% | 1814 |
|