Partners in Financial Planning’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
4,954
-2,532
| -34% | -$551K | 0.2% | 44 |
|
|
2025
Q1 | $1.2M | Buy |
7,486
+920
| +14% | +$147K | 0.24% | 39 |
|
|
2024
Q4 | $1.14M | Sell |
6,566
-90
| -1% | -$15.6K | 0.23% | 41 |
|
|
2024
Q3 | $1.32M | Hold |
6,656
| – | – | 0.27% | 39 |
|
|
2024
Q2 | $1.29M | Hold |
6,656
| – | – | 0.28% | 39 |
|
|
2024
Q1 | $1.45M | Hold |
6,656
| – | – | 0.32% | 35 |
|
|
2023
Q4 | $1.29M | Sell |
6,656
-104
| -2% | -$20.1K | 0.3% | 38 |
|
|
2023
Q3 | $1.11M | Hold |
6,760
| – | – | 0.29% | 40 |
|
|
2023
Q2 | $1.06M | Hold |
6,760
| – | – | 0.27% | 43 |
|
|
2023
Q1 | $904K | Hold |
6,760
| – | – | 0.24% | 45 |
|
|
2022
Q4 | $869K | Buy |
+6,760
| New | +$869K | 0.24% | 43 |
|
|
2022
Q3 | – | Sell |
-6,933
| Closed | -$822K | – | 91 |
|
|
2022
Q2 | $822K | Hold |
6,933
| – | – | 0.26% | 39 |
|
|
2022
Q1 | $935K | Hold |
6,933
| – | – | 0.29% | 37 |
|
|
2021
Q4 | $1.03M | Hold |
6,933
| – | – | 0.31% | 33 |
|
|
2021
Q3 | $967K | Sell |
6,933
-131
| -2% | -$18.3K | 0.3% | 33 |
|
|
2021
Q2 | $986K | Buy |
+7,064
| New | +$986K | 0.31% | 35 |
|