True Wealth Design’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3K | Buy |
130
+77
| +145% | +$16.7K | 0.01% | 310 |
|
|
2025
Q1 | $8.45K | Buy |
53
+20
| +61% | +$3.19K | ﹤0.01% | 523 |
|
|
2024
Q4 | $5.68K | Sell |
33
-112
| -77% | -$19.3K | ﹤0.01% | 511 |
|
|
2024
Q3 | $28.8K | Buy |
145
+135
| +1,350% | +$26.8K | 0.01% | 262 |
|
|
2024
Q2 | $1.94K | Buy |
10
+5
| +100% | +$969 | ﹤0.01% | 366 |
|
|
2024
Q1 | $1.09K | Buy |
5
+3
| +150% | +$656 | ﹤0.01% | 445 |
|
|
2023
Q4 | $387 | Hold |
2
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $329 | Buy |
+2
| New | +$329 | ﹤0.01% | 537 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$1.61K | – | 817 |
|
|
2023
Q1 | $1.61K | Buy |
12
+9
| +300% | +$1.2K | ﹤0.01% | 353 |
|
|
2022
Q4 | $381 | Buy |
+3
| New | +$381 | ﹤0.01% | 525 |
|