Ferguson Wellman Capital Management, Inc DFA US Large Cap Value Portfol Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.97 Billion
  • Q1 2025
Number of Shares
9,819
Previous 9,819 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
N/A
1,330 Added 15.67%
9,819 $0
Q3 2024

Oct 18, 2024
SELL
N/A
-1,330 Reduced 13.55%
8,489 $0
Q4 2023

Jan 11, 2024
BUY
N/A
40 Added 0.41%
9,819 $0
Q3 2023

Oct 12, 2023
BUY
N/A
1,424 Added 17.04%
9,779 $0
Q2 2023

Jul 11, 2023
SELL
N/A
-1,191 Reduced 12.48%
8,355 $0
Q4 2022

Jan 13, 2023
BUY
N/A
218 Added 2.34%
9,546 $396,000
Q4 2021

Jan 10, 2022
BUY
N/A
233 Added 2.56%
9,328 $430,000
Q3 2021

Oct 22, 2021
BUY
N/A
9,095 New
9,095 $401,000
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