SWS
SYSTM Wealth Solutions’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $100K | Sell |
504
-31,853
| -98% | -$6.35M | 3.05% | 19 |
|
|
2024
Q2 | $6.28M | Sell |
32,357
-3,655
| -10% | -$709K | 1.4% | 18 |
|
|
2024
Q1 | $7.88M | Buy |
36,012
+491
| +1% | +$107K | 1% | 14 |
|
|
2023
Q4 | $6.86M | Buy |
35,521
+4,170
| +13% | +$805K | 0.95% | 13 |
|
|
2023
Q3 | $5.16M | Buy |
31,351
+2,964
| +10% | +$487K | 0.79% | 26 |
|
|
2023
Q2 | $4.47M | Sell |
28,387
-3,211
| -10% | -$505K | 0.6% | 36 |
|
|
2023
Q1 | $4.23M | Buy |
31,598
+4,874
| +18% | +$652K | 0.65% | 32 |
|
|
2022
Q4 | $3.39M | Buy |
+26,724
| New | +$3.39M | 0.42% | 65 |
|