Financial Advocates Investment Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,224
| Closed | -$212K | – | 723 |
|
|
2024
Q4 | $212K | Buy |
+1,224
| New | +$212K | 0.01% | 686 |
|
|
2024
Q3 | – | Sell |
-1,976
| Closed | -$383K | – | 763 |
|
|
2024
Q2 | $383K | Sell |
1,976
-37
| -2% | -$7.17K | 0.02% | 508 |
|
|
2024
Q1 | $440K | Buy |
2,013
+18
| +0.9% | +$3.93K | 0.03% | 480 |
|
|
2023
Q4 | $385K | Buy |
1,995
+52
| +3% | +$10K | 0.03% | 484 |
|
|
2023
Q3 | $320K | Buy |
1,943
+68
| +4% | +$11.2K | 0.02% | 500 |
|
|
2023
Q2 | $295K | Buy |
1,875
+319
| +21% | +$50.2K | 0.02% | 523 |
|
|
2023
Q1 | $208K | Sell |
1,556
-72
| -4% | -$9.63K | 0.02% | 669 |
|
|
2022
Q4 | $207K | Buy |
+1,628
| New | +$207K | 0.02% | 677 |
|