Wills Financial Group’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,729
| Closed | -$4.28M | – | 70 |
|
|
2025
Q1 | $4.28M | Buy |
26,729
+820
| +3% | +$131K | 1.9% | 21 |
|
|
2024
Q4 | $4.5M | Buy |
25,909
+5,156
| +25% | +$895K | 1.94% | 20 |
|
|
2024
Q3 | $4.12M | Buy |
20,753
+666
| +3% | +$132K | 1.73% | 21 |
|
|
2024
Q2 | $3.89M | Buy |
20,087
+151
| +0.8% | +$29.2K | 1.79% | 21 |
|
|
2024
Q1 | $4.35M | Buy |
19,936
+1
| +0% | +$218 | 2.05% | 20 |
|
|
2023
Q4 | $3.85M | Buy |
19,935
+612
| +3% | +$118K | 1.94% | 22 |
|
|
2023
Q3 | $3.18M | Buy |
19,323
+177
| +0.9% | +$29.1K | 1.72% | 19 |
|
|
2023
Q2 | $3.01M | Buy |
19,146
+2,957
| +18% | +$465K | 1.53% | 22 |
|
|
2023
Q1 | $2.17M | Buy |
+16,189
| New | +$2.17M | 1.17% | 26 |
|