West Family Investments’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
2,055
+803
| +64% | +$175K | 0.12% | 179 |
|
|
2025
Q1 | $201K | Hold |
1,252
| – | – | 0.08% | 249 |
|
|
2024
Q4 | $217K | Sell |
1,252
-8
| -0.6% | -$1.39K | 0.08% | 252 |
|
|
2024
Q3 | $250K | Buy |
1,260
+130
| +12% | +$25.8K | 0.09% | 238 |
|
|
2024
Q2 | $219K | Sell |
1,130
-55
| -5% | -$10.7K | 0.07% | 223 |
|
|
2024
Q1 | $259K | Buy |
1,185
+8
| +0.7% | +$1.75K | 0.08% | 204 |
|
|
2023
Q4 | $227K | Buy |
+1,177
| New | +$227K | 0.08% | 201 |
|
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$251K | – | 312 |
|
|
2021
Q4 | $251K | Sell |
1,400
-273
| -16% | -$48.9K | 0.07% | 243 |
|
|
2021
Q3 | $233K | Buy |
+1,673
| New | +$233K | 0.06% | 273 |
|