UMB Bank’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $76.9K | Buy |
353
+9
| +3% | +$1.96K | ﹤0.01% | 937 |
|
2025
Q1 | $55.1K | Buy |
344
+4
| +1% | +$641 | ﹤0.01% | 1013 |
|
2024
Q4 | $59K | Buy |
+340
| New | +$59K | ﹤0.01% | 852 |
|
2024
Q3 | – | Sell |
-420
| Closed | -$81.3K | – | 2162 |
|
2024
Q2 | $81.3K | Sell |
420
-13
| -3% | -$2.52K | ﹤0.01% | 737 |
|
2024
Q1 | $94.6K | Sell |
433
-90
| -17% | -$19.7K | ﹤0.01% | 711 |
|
2023
Q4 | $101K | Sell |
523
-25
| -5% | -$4.83K | ﹤0.01% | 696 |
|
2023
Q3 | $90.1K | Sell |
548
-2
| -0.4% | -$329 | ﹤0.01% | 711 |
|
2023
Q2 | $86.5K | Hold |
550
| – | – | ﹤0.01% | 727 |
|
2023
Q1 | $73.6K | Buy |
550
+488
| +787% | +$65.3K | ﹤0.01% | 752 |
|
2022
Q4 | $8K | Sell |
62
-24
| -28% | -$3.1K | ﹤0.01% | 1356 |
|
2022
Q3 | $9K | Sell |
86
-5
| -5% | -$523 | ﹤0.01% | 1341 |
|
2022
Q2 | $10K | Sell |
91
-47
| -34% | -$5.17K | ﹤0.01% | 1393 |
|
2022
Q1 | $19K | Hold |
138
| – | – | ﹤0.01% | 1269 |
|
2021
Q4 | $25K | Buy |
+138
| New | +$25K | ﹤0.01% | 1200 |
|