Simplicity Wealth’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
+1,881
| New | +$410K | 0.02% | 500 |
|
|
2024
Q4 | – | Sell |
-1,011
| Closed | -$201K | – | 401 |
|
|
2024
Q3 | $201K | Sell |
1,011
-1,593
| -61% | -$316K | 0.02% | 479 |
|
|
2024
Q2 | $504K | Buy |
2,604
+1,412
| +118% | +$273K | 0.01% | 758 |
|
|
2024
Q1 | $260K | Buy |
+1,192
| New | +$260K | 0.01% | 969 |
|