Private Wealth Management Group, LLC FERGUSON ENTERPRISES INC Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Number of Shares
84
Previous 63 33.33%
Holding current value
$18.3 Million
Previous $10.1 Million 81.19%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
21 Added 33.33%
84 $18.3 Million
Q1 2025

May 02, 2025
BUY
N/A
7 Added 12.5%
63 $10.1 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-15 Reduced 21.13%
56 $9.72 Million
Q3 2024

Oct 29, 2024
BUY
N/A
71 New
71 $14.1 Million
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