EverSource Wealth Advisors’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
2,492
+123
| +5% | +$26.8K | 0.02% | 425 |
|
|
2025
Q1 | $380K | Buy |
2,369
+217
| +10% | +$34.8K | 0.02% | 443 |
|
|
2024
Q4 | $374K | Buy |
2,152
+279
| +15% | +$48.4K | 0.02% | 445 |
|
|
2024
Q3 | $372K | Sell |
1,873
-232
| -11% | -$46.1K | 0.02% | 389 |
|
|
2024
Q2 | $469K | Buy |
2,105
+209
| +11% | +$46.5K | 0.03% | 332 |
|
|
2024
Q1 | $398K | Buy |
1,896
+662
| +54% | +$139K | 0.03% | 318 |
|
|
2023
Q4 | $238K | Sell |
1,234
-268
| -18% | -$51.8K | 0.02% | 392 |
|
|
2023
Q3 | $247K | Buy |
1,502
+130
| +9% | +$21.4K | 0.03% | 355 |
|
|
2023
Q2 | $216K | Buy |
1,372
+249
| +22% | +$39.2K | 0.02% | 381 |
|
|
2023
Q1 | $150K | Sell |
1,123
-157
| -12% | -$21K | 0.02% | 435 |
|
|
2022
Q4 | $163K | Sell |
1,280
-147
| -10% | -$18.7K | 0.02% | 382 |
|
|
2022
Q3 | $147K | Buy |
1,427
+855
| +149% | +$88.1K | 0.03% | 349 |
|
|
2022
Q2 | $63K | Sell |
572
-55
| -9% | -$6.06K | 0.02% | 538 |
|
|
2022
Q1 | $84K | Buy |
627
+479
| +324% | +$64.2K | 0.02% | 364 |
|
|
2021
Q4 | $27K | Buy |
+148
| New | +$27K | 0.01% | 567 |
|