LPL Financial’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
67,730
+10,105
| +18% | +$2.2M | ﹤0.01% | 1443 |
|
|
2025
Q1 | $9.23M | Buy |
57,625
+6,846
| +13% | +$1.1M | ﹤0.01% | 1668 |
|
|
2024
Q4 | $8.81M | Buy |
50,779
+387
| +0.8% | +$67.2K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $10M | Sell |
50,392
-2,000
| -4% | -$397K | ﹤0.01% | 1462 |
|
|
2024
Q2 | $10.1M | Buy |
52,392
+5,702
| +12% | +$1.1M | 0.01% | 1366 |
|
|
2024
Q1 | $10.2M | Buy |
46,690
+18,184
| +64% | +$3.97M | 0.01% | 1311 |
|
|
2023
Q4 | $5.5M | Buy |
28,506
+350
| +1% | +$67.6K | ﹤0.01% | 1623 |
|
|
2023
Q3 | $4.63M | Buy |
28,156
+3,616
| +15% | +$595K | ﹤0.01% | 1633 |
|
|
2023
Q2 | $3.86M | Buy |
24,540
+3,581
| +17% | +$563K | ﹤0.01% | 1736 |
|
|
2023
Q1 | $2.8M | Buy |
20,959
+4,443
| +27% | +$594K | ﹤0.01% | 1884 |
|
|
2022
Q4 | $2.1M | Buy |
16,516
+7,872
| +91% | +$1,000K | ﹤0.01% | 2038 |
|
|
2022
Q3 | $890K | Sell |
8,644
-493
| -5% | -$50.8K | ﹤0.01% | 2635 |
|
|
2022
Q2 | $1.01M | Sell |
9,137
-3,255
| -26% | -$361K | ﹤0.01% | 2565 |
|
|
2022
Q1 | $1.66M | Sell |
12,392
-184
| -1% | -$24.7K | ﹤0.01% | 2198 |
|
|
2021
Q4 | $2.26M | Buy |
12,576
+1,463
| +13% | +$262K | ﹤0.01% | 1989 |
|
|
2021
Q3 | $1.55M | Buy |
11,113
+140
| +1% | +$19.5K | ﹤0.01% | 2243 |
|
|
2021
Q2 | $1.53M | Buy |
10,973
+497
| +5% | +$69.3K | ﹤0.01% | 2189 |
|
|
2021
Q1 | $1.26M | Buy |
+10,476
| New | +$1.26M | ﹤0.01% | 2193 |
|