Heritage Wealth Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-52
| Closed | -$10.3K | – | 627 |
|
|
2024
Q3 | $10.3K | Hold |
52
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $10.1K | Hold |
52
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $11.4K | Hold |
52
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $10K | Sell |
52
-136
| -72% | -$26.3K | ﹤0.01% | 451 |
|
|
2023
Q3 | $30.9K | Hold |
188
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $29.6K | Sell |
188
-55
| -23% | -$8.65K | ﹤0.01% | 370 |
|
|
2023
Q1 | $32.5K | Buy |
+243
| New | +$32.5K | ﹤0.01% | 364 |
|