Insight Wealth Strategies’s Ferguson FERG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,291	Closed	-$2.04M	–	159
2024 Q3	$2.04M	Buy	10,291 +208	+2%	+$41.3K	0.27%	96
2024 Q2	$1.95M	Buy	10,083 +435	+5%	+$84.2K	0.28%	95
2024 Q1	$2.11M	Buy	+9,648	New	+$2.11M	0.31%	81