JFS Wealth 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 | $8.28K | Sell |
38
-19
| -33% | -$4.14K | ﹤0.01% | 924 |
|
|
2025
Q1 | $9.13K | Buy |
57
+1
| +2% | +$160 | ﹤0.01% | 906 |
|
|
2024
Q4 | $9.72K | Sell |
56
-7
| -11% | -$1.22K | ﹤0.01% | 861 |
|
|
2024
Q3 | $12.5K | Sell |
63
-2
| -3% | -$397 | ﹤0.01% | 781 |
|
|
2024
Q2 | $12.6K | Sell |
65
-46
| -41% | -$8.91K | ﹤0.01% | 723 |
|
|
2024
Q1 | $24.2K | Buy |
111
+77
| +226% | +$16.8K | ﹤0.01% | 587 |
|
|
2023
Q4 | $6.57K | Buy |
34
+7
| +26% | +$1.35K | ﹤0.01% | 946 |
|
|
2023
Q3 | $4.44K | Sell |
27
-6
| -18% | -$987 | ﹤0.01% | 1037 |
|
|
2023
Q2 | $5.19K | Sell |
33
-19
| -37% | -$2.99K | ﹤0.01% | 985 |
|
|
2023
Q1 | $6.96K | Hold |
52
| – | – | ﹤0.01% | 860 |
|
|
2022
Q4 | $6.6K | Buy |
52
+31
| +148% | +$3.94K | ﹤0.01% | 876 |
|
|
2022
Q3 | $2K | Buy |
21
+13
| +163% | +$1.24K | ﹤0.01% | 1313 |
|
|
2022
Q2 | $1K | Sell |
8
-23
| -74% | -$2.88K | ﹤0.01% | 1518 |
|
|
2022
Q1 | $4K | Buy |
31
+24
| +343% | +$3.1K | ﹤0.01% | 1133 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1345 |
|