Venturi Wealth Management’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,432
| Closed | -$249K | – | 1001 |
|
|
2024
Q4 | $249K | Buy |
1,432
+111
| +8% | +$19.3K | 0.01% | 493 |
|
|
2024
Q3 | $262K | Buy |
1,321
+49
| +4% | +$9.73K | 0.01% | 407 |
|
|
2024
Q2 | $246K | Buy |
1,272
+1,136
| +835% | +$220K | 0.01% | 375 |
|
|
2024
Q1 | $29.7K | Buy |
136
+51
| +60% | +$11.1K | ﹤0.01% | 627 |
|
|
2023
Q4 | $16.4K | Buy |
85
+63
| +286% | +$12.2K | ﹤0.01% | 756 |
|
|
2023
Q3 | $3.62K | Buy |
+22
| New | +$3.62K | ﹤0.01% | 1054 |
|