IFP Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9K | Sell |
129
-401
| -76% | -$112K | ﹤0.01% | 2220 |
|
|
2025
Q1 | $84.9K | Sell |
530
-23
| -4% | -$3.69K | ﹤0.01% | 1618 |
|
|
2024
Q4 | $96K | Sell |
553
-557
| -50% | -$96.7K | ﹤0.01% | 1484 |
|
|
2024
Q3 | $225K | Buy |
1,110
+518
| +88% | +$105K | 0.01% | 1034 |
|
|
2024
Q2 | $115K | Buy |
592
+26
| +5% | +$5.04K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $124K | Buy |
566
+19
| +3% | +$4.15K | 0.01% | 1198 |
|
|
2023
Q4 | $106K | Buy |
547
+3
| +0.6% | +$579 | 0.01% | 1217 |
|
|
2023
Q3 | $89.5K | Sell |
544
-216
| -28% | -$35.5K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $120K | Sell |
760
-91
| -11% | -$14.3K | 0.01% | 1237 |
|
|
2023
Q1 | $60K | Sell |
851
-353
| -29% | -$24.9K | ﹤0.01% | 1489 |
|
|
2022
Q4 | $88K | Buy |
1,204
+45
| +4% | +$3.29K | ﹤0.01% | 1825 |
|
|
2022
Q3 | $85K | Buy |
1,159
+133
| +13% | +$9.75K | ﹤0.01% | 1977 |
|
|
2022
Q2 | $73K | Hold |
1,026
| – | – | ﹤0.01% | 1899 |
|
|
2022
Q1 | $73K | Buy |
1,026
+1,024
| +51,200% | +$72.9K | ﹤0.01% | 1899 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2943 |
|