LA
Legacy Advisors’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,600
| Closed | -$256K | – | 154 |
|
|
2025
Q1 | $256K | Buy |
1,600
+21
| +1% | +$3.37K | 0.03% | 362 |
|
|
2024
Q4 | $274K | Sell |
1,579
-102
| -6% | -$17.7K | 0.03% | 328 |
|
|
2024
Q3 | $334K | Buy |
1,681
+70
| +4% | +$13.9K | 0.04% | 285 |
|
|
2024
Q2 | $312K | Hold |
1,611
| – | – | 0.04% | 250 |
|
|
2024
Q1 | $352K | Sell |
1,611
-116
| -7% | -$25.3K | 0.04% | 236 |
|
|
2023
Q4 | $333K | Buy |
1,727
+25
| +1% | +$4.83K | 0.04% | 226 |
|
|
2023
Q3 | $282K | Hold |
1,702
| – | – | 0.05% | 241 |
|
|
2023
Q2 | $269K | Hold |
1,702
| – | – | 0.04% | 233 |
|
|
2023
Q1 | $224K | Buy |
+1,702
| New | +$224K | 0.04% | 224 |
|