GeoWealth 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 | $67.3K | Buy |
+309
| New | +$67.3K | ﹤0.01% | 894 |
|
|
2025
Q1 | – | Sell |
-324
| Closed | -$56.2K | – | 1303 |
|
|
2024
Q4 | $56.2K | Buy |
324
+2
| +0.6% | +$347 | ﹤0.01% | 1132 |
|
|
2024
Q3 | $63.9K | Buy |
+322
| New | +$63.9K | ﹤0.01% | 1007 |
|
|
2024
Q2 | – | Sell |
-1,046
| Closed | -$228K | – | 881 |
|
|
2024
Q1 | $228K | Buy |
+1,046
| New | +$228K | 0.01% | 641 |
|