Principia Wealth Advisory’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96K Buy
9
+6
+200% +$1.31K ﹤0.01% 387
2025
Q1
$494 Sell
3
-4
-57% -$659 ﹤0.01% 572
2024
Q4
$1.22K Buy
+7
New +$1.22K ﹤0.01% 323