United Capital 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 | $12.1M | Buy |
55,618
+153
| +0.3% | +$33.3K | 0.1% | 163 |
|
|
2025
Q1 | $8.89M | Sell |
55,465
-467
| -0.8% | -$74.8K | 0.08% | 200 |
|
|
2024
Q4 | $9.71M | Buy |
55,932
+1,000
| +2% | +$174K | 0.08% | 178 |
|
|
2024
Q3 | $10.9M | Sell |
54,932
-76
| -0.1% | -$15.1K | 0.09% | 173 |
|
|
2024
Q2 | $10.7M | Sell |
55,008
-4,707
| -8% | -$912K | 0.09% | 171 |
|
|
2024
Q1 | $13M | Sell |
59,715
-995
| -2% | -$217K | 0.11% | 157 |
|
|
2023
Q4 | $11.7M | Buy |
60,710
+1,212
| +2% | +$234K | 0.1% | 172 |
|
|
2023
Q3 | $9.79M | Sell |
59,498
-8,839
| -13% | -$1.45M | 0.06% | 226 |
|
|
2023
Q2 | $10.8M | Buy |
68,337
+142
| +0.2% | +$22.3K | 0.06% | 227 |
|
|
2023
Q1 | $9.12M | Sell |
68,195
-594
| -0.9% | -$79.4K | 0.05% | 246 |
|
|
2022
Q4 | $8.73M | Sell |
68,789
-205
| -0.3% | -$26K | 0.05% | 261 |
|
|
2022
Q3 | $7.1M | Buy |
68,994
+189
| +0.3% | +$19.5K | 0.04% | 281 |
|
|
2022
Q2 | $7.62M | Buy |
68,805
+764
| +1% | +$84.6K | 0.04% | 290 |
|
|
2022
Q1 | $9.13M | Sell |
68,041
-150
| -0.2% | -$20.1K | 0.04% | 289 |
|
|
2021
Q4 | $12.2M | Sell |
68,191
-1,255
| -2% | -$225K | 0.06% | 263 |
|
|
2021
Q3 | $9.69M | Buy |
69,446
+71
| +0.1% | +$9.91K | 0.05% | 282 |
|
|
2021
Q2 | $9.68M | Buy |
69,375
+260
| +0.4% | +$36.3K | 0.05% | 276 |
|
|
2021
Q1 | $8.3M | Buy |
+69,115
| New | +$8.3M | 0.05% | 283 |
|