Drive Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+930
| New | +$203K | 0.04% | 316 |
|
|
2024
Q4 | – | Sell |
-1,085
| Closed | -$216K | – | 354 |
|
|
2024
Q3 | $216K | Sell |
1,085
-78
| -7% | -$15.5K | 0.06% | 278 |
|
|
2024
Q2 | $226K | Buy |
1,163
+43
| +4% | +$8.36K | 0.06% | 259 |
|
|
2024
Q1 | $245K | Buy |
1,120
+82
| +8% | +$18K | 0.07% | 242 |
|
|
2023
Q4 | $201K | Buy |
+1,038
| New | +$201K | 0.06% | 273 |
|