LGT Financial 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 | $5.73K | Buy |
26
+1
| +4% | +$220 | 0.01% | 279 |
|
|
2025
Q1 | $4.04K | Sell |
25
-173
| -87% | -$27.9K | 0.01% | 243 |
|
|
2024
Q4 | $34.4K | Buy |
198
+102
| +106% | +$17.7K | 0.08% | 208 |
|
|
2024
Q3 | $19.1K | Sell |
96
-94
| -49% | -$18.7K | 0.05% | 293 |
|
|
2024
Q2 | $36.8K | Sell |
190
-287
| -60% | -$55.6K | 0.08% | 192 |
|
|
2024
Q1 | $104K | Sell |
477
-14
| -3% | -$3.06K | 0.12% | 170 |
|
|
2023
Q4 | $94.8K | Buy |
+491
| New | +$94.8K | 0.12% | 166 |
|