EFS
Essex Financial Services’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
1,521
+205
| +16% | +$44.6K | 0.02% | 521 |
|
|
2025
Q1 | $211K | Buy |
1,316
+109
| +9% | +$17.5K | 0.02% | 593 |
|
|
2024
Q4 | $209K | Sell |
1,207
-147
| -11% | -$25.5K | 0.01% | 599 |
|
|
2024
Q3 | $265K | Sell |
1,354
-124
| -8% | -$24.3K | 0.02% | 520 |
|
|
2024
Q2 | $292K | Buy |
1,478
+212
| +17% | +$41.9K | 0.02% | 486 |
|
|
2024
Q1 | $277K | Sell |
1,266
-40
| -3% | -$8.74K | 0.03% | 439 |
|
|
2023
Q4 | $252K | Buy |
+1,306
| New | +$252K | 0.03% | 435 |
|