Steph & Co’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
470
-751
| -62% | -$164K | 0.03% | 137 |
|
|
2025
Q1 | $196K | Sell |
1,221
-42
| -3% | -$6.73K | 0.07% | 113 |
|
|
2024
Q4 | $219K | Buy |
+1,263
| New | +$219K | 0.07% | 108 |
|
|
2024
Q3 | – | Sell |
-1,162
| Closed | -$225K | – | 300 |
|
|
2024
Q2 | $225K | Buy |
1,162
+353
| +44% | +$68.4K | 0.08% | 104 |
|
|
2024
Q1 | $177K | Buy |
+809
| New | +$177K | 0.06% | 122 |
|