Forum Financial Management’s Ferguson FERG Stock Holding History

Forum Financial Management’s Portfolio FERG Stock Details FERG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$433K	Buy
2025 Q2	$419K	Sell
2025 Q1	$311K	Buy
2024 Q4	$221K	Buy
2024 Q3	$246K	Buy
2024 Q2	$239K	Buy
2024 Q1	$270K	Hold
2023 Q4	$238K	Buy