Smartleaf Asset Management’s Ferguson FERG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
639
-1,128
-64% -$246K 0.01% 716
2025
Q1
$284K Sell
1,767
-58
-3% -$9.31K 0.03% 482
2024
Q4
$317K Buy
1,825
+286
+19% +$49.7K 0.03% 425
2024
Q3
$311K Buy
1,539
+382
+33% +$77.1K 0.04% 375
2024
Q2
$224K Buy
1,157
+662
+134% +$128K 0.04% 353
2024
Q1
$108K Buy
495
+480
+3,200% +$105K 0.02% 493
2023
Q4
$2.9K Buy
+15
New +$2.9K ﹤0.01% 923