Principal Street Partners’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $587K | Buy |
+2,696
| New | +$587K | 0.06% | 186 |
|
2025
Q1 | – | Sell |
-1,320
| Closed | -$229K | – | 250 |
|
2024
Q4 | $229K | Buy |
1,320
+108
| +9% | +$18.7K | 0.05% | 205 |
|
2024
Q3 | $235K | Hold |
1,212
| – | – | 0.04% | 200 |
|
2024
Q2 | $235K | Hold |
1,212
| – | – | 0.04% | 214 |
|
2024
Q1 | $268K | Hold |
1,212
| – | – | 0.05% | 195 |
|
2023
Q4 | $234K | Buy |
+1,212
| New | +$234K | 0.06% | 186 |
|