Phoenix Financial’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
1,922
-139
| -7% | -$30.2K | 0.01% | 300 |
|
|
2025
Q1 | $332K | Buy |
2,061
+21
| +1% | +$3.38K | 0.01% | 286 |
|
|
2024
Q4 | $354K | Sell |
2,040
-98
| -5% | -$17K | ﹤0.01% | 294 |
|
|
2024
Q3 | $425K | Buy |
2,138
+203
| +10% | +$40.4K | 0.01% | 262 |
|
|
2024
Q2 | $374K | Buy |
1,935
+32
| +2% | +$6.18K | 0.01% | 271 |
|
|
2024
Q1 | $414K | Sell |
1,903
-451
| -19% | -$98.2K | 0.01% | 283 |
|
|
2023
Q4 | $454K | Sell |
2,354
-81
| -3% | -$15.6K | 0.01% | 248 |
|
|
2023
Q3 | $411K | Buy |
+2,435
| New | +$411K | 0.01% | 238 |
|