Personal CFO Solutions’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,917
| Closed | -$680K | – | 465 |
|
|
2024
Q4 | $680K | Sell |
3,917
-503
| -11% | -$87.3K | 0.13% | 163 |
|
|
2024
Q3 | $878K | Sell |
4,420
-1,122
| -20% | -$223K | 0.12% | 172 |
|
|
2024
Q2 | $1.07M | Buy |
5,542
+31
| +0.6% | +$6K | 0.16% | 120 |
|
|
2024
Q1 | $1.2M | Buy |
5,511
+459
| +9% | +$100K | 0.19% | 102 |
|
|
2023
Q4 | $975K | Sell |
5,052
-239
| -5% | -$46.1K | 0.17% | 121 |
|
|
2023
Q3 | $870K | Buy |
5,291
+270
| +5% | +$44.4K | 0.17% | 117 |
|
|
2023
Q2 | $790K | Buy |
+5,021
| New | +$790K | 0.16% | 126 |
|