Creative Planning’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $7.02M | Buy |
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|
2025
Q3 | $6.93M | Buy |
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|
2025
Q2 | $5.18M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $925K | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $935K | Buy |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $217K | Buy |
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