Principal Securities’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
2,156
-930
| -30% | -$203K | 0.01% | 885 |
|
|
2025
Q1 | $536K | Hold |
3,086
| – | – | 0.01% | 744 |
|
|
2024
Q4 | $536K | Buy |
3,086
+175
| +6% | +$30.4K | 0.01% | 739 |
|
|
2024
Q3 | $578K | Buy |
2,911
+215
| +8% | +$42.7K | 0.01% | 711 |
|
|
2024
Q2 | $522K | Buy |
2,696
+123
| +5% | +$23.8K | 0.01% | 686 |
|
|
2024
Q1 | $562K | Sell |
2,573
-2,040
| -44% | -$446K | 0.02% | 620 |
|
|
2023
Q4 | $891K | Buy |
+4,613
| New | +$891K | 0.03% | 446 |
|