Janiczek Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $46.7K | Buy |
241
+51
| +27% | +$9.88K | 0.01% | 411 |
|
|
2024
Q1 | $41.5K | Buy |
190
+27
| +17% | +$5.9K | 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% | -$1.58K | 0.01% | 426 |
|
|
2023
Q1 | $22.4K | Hold |
173
| – | – | 0.01% | 438 |
|
|
2022
Q4 | $24K | Sell |
173
-17
| -9% | -$2.36K | 0.01% | 429 |
|
|
2022
Q3 | $21K | Sell |
190
-114
| -38% | -$12.6K | 0.01% | 444 |
|
|
2022
Q2 | $38K | Sell |
304
-264
| -46% | -$33K | 0.01% | 346 |
|
|
2022
Q1 | $76K | Sell |
568
-26
| -4% | -$3.48K | 0.02% | 246 |
|
|
2021
Q4 | $107K | Buy |
594
+27
| +5% | +$4.86K | 0.03% | 180 |
|
|
2021
Q3 | $79K | Buy |
567
+23
| +4% | +$3.21K | 0.03% | 210 |
|
|
2021
Q2 | $76K | Buy |
544
+1
| +0.2% | +$140 | 0.03% | 188 |
|
|
2021
Q1 | $65K | Buy |
+543
| New | +$65K | 0.03% | 192 |
|