Wealthfront Advisers’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
15,913
+3,141
| +25% | +$684K | 0.01% | 450 |
|
|
2025
Q1 | $2.05M | Sell |
12,772
-7,419
| -37% | -$1.19M | 0.01% | 528 |
|
|
2024
Q4 | $3.5M | Buy |
20,191
+5,547
| +38% | +$963K | 0.01% | 401 |
|
|
2024
Q3 | $2.91M | Sell |
14,644
-596
| -4% | -$118K | 0.01% | 420 |
|
|
2024
Q2 | $2.95M | Sell |
15,240
-463
| -3% | -$89.7K | 0.01% | 387 |
|
|
2024
Q1 | $3.43M | Sell |
15,703
-718
| -4% | -$157K | 0.01% | 360 |
|
|
2023
Q4 | $3.17M | Sell |
16,421
-345
| -2% | -$66.6K | 0.01% | 347 |
|
|
2023
Q3 | $2.76M | Buy |
16,766
+4,471
| +36% | +$735K | 0.01% | 367 |
|
|
2023
Q2 | $1.93M | Buy |
12,295
+8,391
| +215% | +$1.32M | 0.01% | 421 |
|
|
2023
Q1 | $522K | Buy |
3,904
+479
| +14% | +$64.1K | ﹤0.01% | 652 |
|
|
2022
Q4 | $435K | Buy |
+3,425
| New | +$435K | ﹤0.01% | 660 |
|