Phillips Wealth Planners’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	-1,329	Closed	-$270K	–	181
2024 Q3	$270K	Buy	1,329 +19	+1%	+$3.85K	0.26%	142
2024 Q2	$251K	Sell	1,310 -30	-2%	-$5.75K	0.26%	145
2024 Q1	$289K	Buy	+1,340	New	+$289K	0.33%	116