Sequoia Financial Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
3,694
+1,282
| +53% | +$279K | 0.01% | 775 |
|
|
2025
Q1 | $386K | Sell |
2,412
-354
| -13% | -$56.7K | ﹤0.01% | 956 |
|
|
2024
Q4 | $480K | Buy |
2,766
+356
| +15% | +$61.8K | ﹤0.01% | 819 |
|
|
2024
Q3 | $479K | Sell |
2,410
-6
| -0.2% | -$1.19K | 0.01% | 762 |
|
|
2024
Q2 | $468K | Buy |
2,416
+95
| +4% | +$18.4K | 0.01% | 712 |
|
|
2024
Q1 | $507K | Buy |
2,321
+101
| +5% | +$22.1K | 0.01% | 678 |
|
|
2023
Q4 | $429K | Buy |
2,220
+174
| +9% | +$33.6K | 0.01% | 785 |
|
|
2023
Q3 | $337K | Buy |
2,046
+134
| +7% | +$22K | 0.01% | 645 |
|
|
2023
Q2 | $301K | Sell |
1,912
-185
| -9% | -$29.1K | 0.01% | 699 |
|
|
2023
Q1 | $280K | Sell |
2,097
-333
| -14% | -$44.5K | 0.01% | 651 |
|
|
2022
Q4 | $309K | Buy |
+2,430
| New | +$309K | 0.01% | 573 |
|