Janiczek Wealth Management’s Ferguson FERG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$46.7K	Buy	241 +51	+27%	+$10.7K	0.01%	411
2024 Q1	$41.5K	Buy	190 +27	+17%	+$5.38K	0.01%	435
2023 Q4	$31.5K	Hold	163	–	–	0.01%	478
2023 Q3	$26.8K	Hold	163	–	–	0.01%	477
2023 Q2	$25.7K	Sell	163 -10	-6%	-$1.42K	0.01%	426
2023 Q1	$22.4K	Hold	173	–	–	0.01%	438
2022 Q4	$24K	Sell	173 -17	-9%	-$1.98K	0.01%	430
2022 Q3	$21K	Sell	190 -114	-38%	-$13.3K	0.01%	445
2022 Q2	$38K	Sell	304 -264	-46%	-$32K	0.01%	347
2022 Q1	$76K	Sell	568 -26	-4%	-$4.01K	0.02%	247
2021 Q4	$107K	Buy	594 +27	+5%	+$4.23K	0.03%	181
2021 Q3	$79K	Buy	567 +23	+4%	+$3.27K	0.03%	210
2021 Q2	$76K	Buy	544 +1	+0.2%	+$133	0.03%	188
2021 Q1	$65K	Buy	+543	New	+$66.2K	0.03%	192