Transamerica Financial Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
692
+223
| +48% | +$48.5K | 0.01% | 243 |
|
|
2025
Q1 | $76K | Buy |
469
+422
| +898% | +$68.4K | 0.01% | 277 |
|
|
2024
Q4 | $8K | Buy |
+47
| New | +$8K | ﹤0.01% | 344 |
|
|
2024
Q3 | – | Sell |
-27
| Closed | -$6K | – | 610 |
|
|
2024
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $6K | Buy |
27
+20
| +286% | +$4.44K | ﹤0.01% | 362 |
|
|
2023
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 365 |
|