Perigon Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,396
| Closed | -$277K | – | 1052 |
|
|
2024
Q3 | $277K | Sell |
1,396
-50
| -3% | -$9.93K | 0.01% | 821 |
|
|
2024
Q2 | $280K | Sell |
1,446
-122
| -8% | -$23.6K | 0.01% | 716 |
|
|
2024
Q1 | $342K | Buy |
1,568
+55
| +4% | +$12K | 0.01% | 641 |
|
|
2023
Q4 | $292K | Buy |
1,513
+111
| +8% | +$21.4K | 0.01% | 663 |
|
|
2023
Q3 | $231K | Buy |
1,402
+38
| +3% | +$6.25K | 0.01% | 686 |
|
|
2023
Q2 | $215K | Buy |
+1,364
| New | +$215K | 0.01% | 717 |
|