OneDigital Investment 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 | $897K | Sell |
4,120
-122
| -3% | -$26.6K | 0.01% | 672 |
|
|
2025
Q1 | $680K | Buy |
4,242
+995
| +31% | +$159K | 0.01% | 741 |
|
|
2024
Q4 | $564K | Sell |
3,247
-267
| -8% | -$46.3K | 0.01% | 843 |
|
|
2024
Q3 | $698K | Sell |
3,514
-26
| -0.7% | -$5.16K | 0.01% | 798 |
|
|
2024
Q2 | $686K | Buy |
3,540
+177
| +5% | +$34.3K | 0.01% | 767 |
|
|
2024
Q1 | $735K | Sell |
3,363
-495
| -13% | -$108K | 0.01% | 608 |
|
|
2023
Q4 | $745K | Buy |
3,858
+558
| +17% | +$108K | 0.01% | 570 |
|
|
2023
Q3 | $543K | Buy |
3,300
+10
| +0.3% | +$1.65K | 0.01% | 610 |
|
|
2023
Q2 | $518K | Buy |
3,290
+57
| +2% | +$8.97K | 0.01% | 628 |
|
|
2023
Q1 | $432K | Buy |
+3,233
| New | +$432K | 0.01% | 673 |
|