WIA
Westbourne Investment Advisors’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,224
| Closed | -$5.21M | – | 88 |
|
|
2024
Q3 | $5.21M | Buy |
26,224
+523
| +2% | +$104K | 1.82% | 22 |
|
|
2024
Q2 | $4.98M | Buy |
25,701
+74
| +0.3% | +$14.3K | 1.8% | 23 |
|
|
2024
Q1 | $5.6M | Buy |
25,627
+536
| +2% | +$117K | 2.06% | 18 |
|
|
2023
Q4 | $4.84M | Buy |
25,091
+432
| +2% | +$83.4K | 1.94% | 21 |
|
|
2023
Q3 | $4.06M | Buy |
+24,659
| New | +$4.06M | 1.86% | 22 |
|