Private Wealth Management Group’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Buy |
84
+21
| +33% | +$4.57K | 0.01% | 328 |
|
|
2025
Q1 | $10.1K | Buy |
63
+7
| +13% | +$1.12K | ﹤0.01% | 468 |
|
|
2024
Q4 | $9.72K | Sell |
56
-15
| -21% | -$2.6K | ﹤0.01% | 484 |
|
|
2024
Q3 | $14.1K | Buy |
71
+25
| +54% | +$4.96K | 0.01% | 368 |
|
|
2024
Q2 | $8.91K | Hold |
46
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $10K | Hold |
46
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $8.88K | Buy |
+46
| New | +$8.88K | ﹤0.01% | 434 |
|