Spire Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
1,490
-432
| -22% | -$94K | 0.01% | 620 |
|
|
2025
Q1 | $308K | Sell |
1,922
-31
| -2% | -$4.97K | 0.01% | 706 |
|
|
2024
Q4 | $339K | Buy |
+1,953
| New | +$339K | 0.01% | 675 |
|
|
2024
Q3 | – | Sell |
-1,864
| Closed | -$361K | – | 2204 |
|
|
2024
Q2 | $361K | Buy |
1,864
+319
| +21% | +$61.8K | 0.01% | 559 |
|
|
2024
Q1 | $338K | Buy |
1,545
+1,046
| +210% | +$229K | 0.01% | 633 |
|
|
2023
Q4 | $94.6K | Sell |
499
-4,528
| -90% | -$858K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $827K | Buy |
5,027
+158
| +3% | +$26K | 0.03% | 372 |
|
|
2023
Q2 | $766K | Sell |
4,869
-35
| -0.7% | -$5.51K | 0.03% | 396 |
|
|
2023
Q1 | $656K | Buy |
4,904
+4,822
| +5,880% | +$645K | 0.03% | 434 |
|
|
2022
Q4 | $10K | Buy |
+82
| New | +$10K | ﹤0.01% | 1603 |
|
|
2022
Q3 | – | Sell |
-31
| Closed | -$3K | – | 2314 |
|
|
2022
Q2 | $3K | Sell |
31
-31
| -50% | -$3K | ﹤0.01% | 2263 |
|
|
2022
Q1 | $8K | Sell |
62
-42
| -40% | -$5.42K | ﹤0.01% | 2098 |
|
|
2021
Q4 | $19K | Buy |
104
+22
| +27% | +$4.02K | ﹤0.01% | 2129 |
|
|
2021
Q3 | $11K | Hold |
82
| – | – | ﹤0.01% | 2063 |
|
|
2021
Q2 | $11K | Sell |
82
-42
| -34% | -$5.63K | ﹤0.01% | 2076 |
|
|
2021
Q1 | $15K | Buy |
+124
| New | +$15K | ﹤0.01% | 2260 |
|