Crewe Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$321 | – | 777 |
|
|
2025
Q1 | $321 | Hold |
2
| – | – | ﹤0.01% | 666 |
|
|
2024
Q4 | $348 | Buy |
+2
| New | +$348 | ﹤0.01% | 597 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$2.47K | – | 519 |
|
|
2023
Q3 | $2.47K | Hold |
15
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $2.36K | Sell |
15
-160
| -91% | -$25.2K | ﹤0.01% | 525 |
|
|
2023
Q1 | $23.4K | Sell |
175
-122
| -41% | -$16.3K | ﹤0.01% | 403 |
|
|
2022
Q4 | $37.7K | Hold |
297
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $31K | Buy |
297
+59
| +25% | +$6.16K | 0.01% | 386 |
|
|
2022
Q2 | $26K | Buy |
+238
| New | +$26K | 0.01% | 376 |
|