Farther Finance Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
1,173
+706
| +151% | +$154K | 0.01% | 1265 |
|
|
2025
Q1 | $75.1K | Buy |
467
+137
| +42% | +$22K | ﹤0.01% | 1679 |
|
|
2024
Q4 | $57.3K | Sell |
330
-34
| -9% | -$5.9K | ﹤0.01% | 1589 |
|
|
2024
Q3 | $72.3K | Buy |
364
+92
| +34% | +$18.3K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $51.7K | Buy |
272
+69
| +34% | +$13.1K | ﹤0.01% | 1398 |
|
|
2024
Q1 | $44.1K | Buy |
203
+31
| +18% | +$6.74K | ﹤0.01% | 1233 |
|
|
2023
Q4 | $33.2K | Buy |
172
+148
| +617% | +$28.6K | ﹤0.01% | 1171 |
|
|
2023
Q3 | $3.95K | Buy |
24
+18
| +300% | +$2.96K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $944 | Buy |
6
+4
| +200% | +$629 | ﹤0.01% | 1993 |
|
|
2023
Q1 | $268 | Hold |
2
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q4 | $254 | Buy |
+2
| New | +$254 | ﹤0.01% | 1982 |
|