Forum Financial Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
1,925
-16
| -0.8% | -$3.48K | 0.01% | 483 |
|
|
2025
Q1 | $311K | Buy |
1,941
+667
| +52% | +$107K | 0.01% | 575 |
|
|
2024
Q4 | $221K | Buy |
1,274
+35
| +3% | +$6.08K | ﹤0.01% | 798 |
|
|
2024
Q3 | $246K | Buy |
1,239
+3
| +0.2% | +$596 | ﹤0.01% | 618 |
|
|
2024
Q2 | $239K | Buy |
1,236
+2
| +0.2% | +$387 | ﹤0.01% | 581 |
|
|
2024
Q1 | $270K | Hold |
1,234
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $238K | Buy |
+1,234
| New | +$238K | ﹤0.01% | 562 |
|