Whittier Trust’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.8K | Hold |
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|
2025
Q2 | $17.6K | Sell |
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|
2025
Q1 | $123K | Sell |
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|
2024
Q4 | $182K | Hold |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | $61.4K | Hold |
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|
2023
Q3 | $52.3K | Hold |
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|
2023
Q2 | $50K | Sell |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $132K | Buy |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $9K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Buy |
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