XWM
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Xcel Wealth Management’s Ferguson FERG Stock Holding History

Xcel Wealth Management’s Portfolio FERG Stock Details FERG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$325K Sell
1,494
-17
-1% -$3.7K 0.09% 112
2025
Q1 		$242K Buy
+1,511
New +$242K 0.08% 123
2024
Q1 		– Sell
-1,055
Closed -$204K – 129
2023
Q4 		$204K Buy
+1,055
New +$204K 0.07% 110