J.P. Morgan Private Wealth Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.48M | Sell |
39,393
-2,211
| -5% | -$364K | 0.02% | 453 |
|
|
2023
Q2 | $6.54M | Buy |
41,604
+1,731
| +4% | +$272K | 0.03% | 298 |
|
|
2023
Q1 | $5.33M | Buy |
39,873
+10,158
| +34% | +$1.36M | 0.01% | 567 |
|
|
2022
Q4 | $3.77M | Sell |
29,715
-706
| -2% | -$89.6K | 0.01% | 651 |
|
|
2022
Q3 | $3.19M | Sell |
30,421
-1,557
| -5% | -$163K | 0.01% | 693 |
|
|
2022
Q2 | $3.57M | Sell |
31,978
-1,693
| -5% | -$189K | 0.01% | 666 |
|
|
2022
Q1 | $4.52M | Buy |
33,671
+31,834
| +1,733% | +$4.27M | 0.01% | 651 |
|
|
2021
Q4 | $330K | Sell |
1,837
-41
| -2% | -$7.37K | ﹤0.01% | 1713 |
|
|
2021
Q3 | $262K | Buy |
1,878
+218
| +13% | +$30.4K | ﹤0.01% | 1750 |
|
|
2021
Q2 | $230K | Buy |
+1,660
| New | +$230K | ﹤0.01% | 1787 |
|