Williamson Legacy Group’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,250
Closed -$928K 100
2024
Q1
$928K Buy
4,250
+110
+3% +$24K 0.72% 45
2023
Q4
$799K Buy
+4,140
New +$799K 0.74% 45