WAM
Wilson Asset Management’s Ferguson FERG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59,517
| Closed | -$9.54M | – | 35 |
|
|
2025
Q1 | $9.54M | Sell |
59,517
-33,092
| -36% | -$5.3M | 2.55% | 18 |
|
|
2024
Q4 | $16.1M | Buy |
92,609
+62,436
| +207% | +$10.8M | 4.17% | 13 |
|
|
2024
Q3 | $5.99M | Buy |
+30,173
| New | +$5.99M | 1.45% | 24 |
|