EverSource Wealth Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $372K | Sell |
|
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $398K | Buy |
|
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $163K | Sell |
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|
2022
Q3 | $147K | Buy |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $27K | Buy |
|