Curran Financial 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 | $295K | Hold |
1,353
| – | – | 0.07% | 102 |
|
2025
Q1 | $217K | Hold |
1,353
| – | – | 0.05% | 95 |
|
2024
Q4 | $235K | Hold |
1,353
| – | – | 0.06% | 90 |
|
2024
Q3 | $269K | Hold |
1,353
| – | – | 0.08% | 79 |
|
2024
Q2 | $262K | Hold |
1,353
| – | – | 0.09% | 74 |
|
2024
Q1 | $296K | Hold |
1,353
| – | – | 0.1% | 67 |
|
2023
Q4 | $253K | Hold |
1,353
| – | – | 0.1% | 69 |
|
2023
Q3 | $223K | Buy |
1,353
+6
| +0.4% | +$987 | 0.1% | 68 |
|
2023
Q2 | $212K | Buy |
+1,347
| New | +$212K | 0.09% | 70 |
|
2022
Q1 | – | Sell |
-1,313
| Closed | -$236K | – | 76 |
|
2021
Q4 | $236K | Buy |
+1,313
| New | +$236K | 0.1% | 66 |
|