Mount Yale Investment 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 | $2.22M | Buy |
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|
2025
Q1 | $923K | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $3.87M | Sell |
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|
2024
Q1 | $5.24M | Sell |
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|
2023
Q4 | $4.94M | Sell |
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|
2023
Q3 | $4.28M | Sell |
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|
2023
Q2 | $4.15M | Buy |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.99M | Buy |
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