United Capital Financial Advisors’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.8M | Sell |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $8.89M | Sell |
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|
2024
Q4 | $9.71M | Buy |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $10.7M | Sell |
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|
2024
Q1 | $13M | Sell |
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|
2023
Q4 | $11.7M | Buy |
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|
2023
Q3 | $9.79M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.12M | Sell |
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|
2022
Q4 | $8.73M | Sell |
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|
2022
Q3 | $7.1M | Buy |
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|
2022
Q2 | $7.62M | Buy |
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|
2022
Q1 | $9.13M | Sell |
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|
2021
Q4 | $12.2M | Sell |
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|
2021
Q3 | $9.69M | Buy |
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|
2021
Q2 | $9.68M | Buy |
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|
2021
Q1 | $8.3M | Buy |
|