Douglass Winthrop 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 | $218K | Buy |
+1,000
| New | +$218K | ﹤0.01% | 269 |
|
2025
Q1 | – | Sell |
-1,420
| Closed | -$246K | – | 288 |
|
2024
Q4 | $246K | Hold |
1,420
| – | – | ﹤0.01% | 274 |
|
2024
Q3 | $282K | Hold |
1,420
| – | – | 0.01% | 256 |
|
2024
Q2 | $275K | Sell |
1,420
-40
| -3% | -$7.75K | 0.01% | 240 |
|
2024
Q1 | $319K | Buy |
+1,460
| New | +$319K | 0.01% | 231 |
|