Waverly 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 | $781K | Buy |
3,585
+605
| +20% | +$132K | 0.01% | 679 |
|
|
2025
Q1 | $477K | Buy |
2,980
+176
| +6% | +$28.2K | 0.01% | 789 |
|
|
2024
Q4 | $487K | Buy |
2,804
+1,171
| +72% | +$203K | 0.01% | 690 |
|
|
2024
Q3 | $324K | Sell |
1,633
-779
| -32% | -$155K | 0.01% | 667 |
|
|
2024
Q2 | $467K | Buy |
+2,412
| New | +$467K | 0.01% | 588 |
|