Partners In Financial Planning FERGUSON ENTERPRISES INC Transaction History

Partners In Financial Planning

  • $542 Billion
  • Q2 2025
Number of Shares
4,954
Previous 7,486 33.82%
Holding current value
$1.08 Billion
Previous $1.2 Billion 10.07%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Aug 04, 2025
SELL
N/A
-2,532 Reduced 33.82%
4,954 $1.08 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
920 Added 14.01%
7,486 $1.2 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
6,566 New
6,566 $1.14 Billion
Q4 2023

Feb 26, 2025
SELL
N/A
-104 Reduced 1.54%
6,656 $1.29 Billion
Q3 2023

Mar 04, 2025
BUY
N/A
194 Added 2.95%
6,760 $1.11 Billion
Q1 2023

Feb 26, 2025
BUY
N/A
194 Added 2.95%
6,760 $904 Million
Q4 2022

May 05, 2025
SELL
N/A
-726 Reduced 9.7%
6,760 $869 Million
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