Legacy Advisors’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$256K Buy
2024
Q4
$274K Sell
2024
Q3
$334K Buy
2024
Q2
$312K Hold
2024
Q1
$352K Sell
2023
Q4
$333K Buy
2023
Q3
$282K Hold
2023
Q2
$269K Hold
2023
Q1
$224K Buy