No. of buys/adds (reported so far): 902
Q4 2024 and Q1 2025
| Symbol | Stock | % | Buys▲ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| FERG | Ferguson Enterprises Inc. | 0.088 | 6 | $173.57 | $157.50 | $151.75 | 3.79 | $221.03 |
| MSFT | Microsoft Corp. | 0.068 | 12 | $421.50 | $374.39 | $367.24 | 1.95 | $465.64 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.