Perennial Investment Advisors, LLC First Tr Large Cap Value Transaction History

Perennial Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$62.32 - $67.04 $218,493 - $235,042	-3,506 Reduced 53.81%	3,010 $200,000
Q1 2023 May 11, 2023	SELL	$63.26 - $73.3 $474,513 - $549,823	-7,501 Reduced 53.51%	6,516 $432,000
Q4 2022 Feb 09, 2023	SELL	$58.47 - $69.36 $431,742 - $512,154	-7,384 Reduced 34.5%	14,017 $922,000
Q3 2022 Nov 09, 2022	SELL	$57.68 - $69.23 $19,149 - $22,984	-332 Reduced 1.53%	21,401 $1.23 Million
Q2 2022 Aug 10, 2022	BUY	$61.01 - $72.65 $256,547 - $305,493	4,205 Added 23.99%	21,733 $1.35 Million
Q1 2022 May 09, 2022	BUY	$67.33 - $72.28 $1.18 Million - $1.27 Million	17,528 New	17,528 $1.24 Million

211

11.2M

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