Dynasty 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	$268K	Sell	1,230 -493	-29%	-$107K	﹤0.01%	214
2025 Q1	$276K	Buy	+1,723	New	+$276K	﹤0.01%	230
2024 Q4	–	Sell	-1,483	Closed	-$295K	–	257
2024 Q3	$295K	Buy	1,483 +348	+31%	+$69.1K	0.01%	202
2024 Q2	$220K	Buy	+1,135	New	+$220K	0.01%	232