Cromwell Sustainable Balanced Fund FERG Holdings History
Cromwell Sustainable Balanced Fund's Ferguson Enterprises Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 1,721.00 shares of Ferguson Enterprises Inc(FERG), totaling $275,760.00. This investment constitutes 3.94% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Ferguson Enterprises Inc(FERG) stock.
The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 1 purchases of FERG, at an average price of $199.18, for a total of 1,721.00 shares. Based on historical transaction data and FERG's current price of $226.96, Cromwell Sustainable Balanced Fund's estimated gain on his FERG holdings is $47,802.91, reflecting a 13.95% gain to date.
Cromwell Sustainable Balanced Fund FERG ($226.96) Holding Chart
Cromwell Sustainable Balanced Fund FERG ($226.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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