HHM 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
Q2 | – | Sell |
-37
| Closed | -$8.08K | – | 811 |
|
|
2024
Q1 | $8.08K | Hold |
37
| – | – | ﹤0.01% | 558 |
|
|
2023
Q4 | $7.14K | Hold |
37
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $6.09K | Hold |
37
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $5.82K | Hold |
37
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $4.95K | Buy |
+37
| New | +$4.95K | ﹤0.01% | 642 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2K | – | 699 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 737 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 591 |
|
|
2021
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 573 |
|