Mount Yale Investment Advisors, LLC Ferguson PLC Transaction History

Mount Yale Investment Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$190.98 - $223.85 $770,222 - $902,787	-4,033 Reduced 16.8%	19,974 $3.87 Million
Q1 2024 May 15, 2024	SELL	$184.06 - $221.27 $287,501 - $345,623	-1,562 Reduced 6.11%	24,007 $5.24 Million
Q4 2023 Feb 12, 2024	SELL	$150.2 - $193.26 $66,688 - $85,807	-444 Reduced 1.71%	25,569 $4.94 Million
Q3 2023 Oct 11, 2023	SELL	$149.97 - $168.0 $55,188 - $61,824	-368 Reduced 1.39%	26,013 $4.28 Million
Q2 2023 Aug 14, 2023	BUY	$124.52 - $157.31 $308,311 - $389,499	2,476 Added 10.36%	26,381 $4.15 Million
Q1 2023 May 11, 2023	BUY	$128.37 - $149.61 $1.78 Million - $2.07 Million	13,863 Added 138.05%	23,905 $3.2 Million
Q4 2022 Feb 13, 2023	SELL	$102.18 - $131.65 $368,052 - $474,203	-3,602 Reduced 26.4%	10,042 $1.28 Million
Q3 2022 Nov 07, 2022	SELL	$102.93 - $128.01 $7,616 - $9,472	-74 Reduced 0.54%	13,644 $1.4 Million
Q2 2022 Aug 02, 2022	SELL	$105.95 - $138.91 $118,452 - $155,301	-1,118 Reduced 7.54%	13,718 $1.52 Million
Q1 2022 May 03, 2022	BUY	$134.12 - $181.28 $1.99 Million - $2.69 Million	14,836 New	14,836 $1.99 Million

20.8M

Ticker FERG
Exchange NYSE
Sector Industrials
Industry Industrial Distribution
Shares Outstandng 208,172,992
Market Cap $36.9B
Description
Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The company also distributes pipes, valves, fittings, plumbing supplies, water heaters, kitchen and bathroom fixtures, and ...

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