Spartan Planning & Wealth Management’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$105K Sell
542
-1,598
-75% -$309K 0.11% 90
2023
Q3
$352K Buy
+2,140
New +$352K 0.41% 37