True Wealth Design, LLC FERGUSON ENTERPRISES INC Transaction History

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Number of Shares
53
Previous 33 60.61%
Holding current value
$8.45 Million
Previous $5.68 Million 48.71%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
20 Added 60.61%
53 $8.45 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-112 Reduced 77.24%
33 $5.68 Million
Q3 2024

Nov 14, 2024
BUY
N/A
145 New
145 $28.8 Million
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