Simon Quick 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
$359K Buy
+1,650
New +$359K 0.01% 557
2025
Q1
Sell
-1,276
Closed -$222K 617
2024
Q4
$222K Buy
1,276
+143
+13% +$24.9K 0.01% 422
2024
Q3
$225K Buy
+1,133
New +$225K 0.01% 382