Summit Trail Advisors’s Ferguson FERG Stock Holding History

Summit Trail Advisors’s Portfolio FERG Stock Details FERG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.26M	Buy
2024 Q3	–	Sell
2024 Q2	$1.77M	Buy
2024 Q1	$834K	Buy
2023 Q4	$606K	Buy
2023 Q3	$438K	Buy
2023 Q2	$329K	Buy
2023 Q1	$274K	Hold
2022 Q4	$261K	Sell
2022 Q3	$219K	Buy