Perigon Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Perigon Wealth Management, LLC

  • $3.42 Billion
  • Q2 2024

A detailed history of Perigon Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 62,271 shares of MOAT stock, worth $5.35 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
62,271
Previous 58,685 6.11%
Holding current value
$5.35 Million
Previous $5.28 Million 2.24%
% of portfolio
0.16%
Previous 0.16%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$83.97 - $89.72 $301,116 - $321,735
3,586 Added 6.11%
62,271 $5.39 Million
Q1 2024

Apr 29, 2024
BUY
$82.58 - $89.9 $3.56 Million - $3.88 Million
43,145 Added 277.64%
58,685 $5.28 Million
Q4 2023

Jan 29, 2024
SELL
$70.71 - $85.3 $53,598 - $64,657
-758 Reduced 4.65%
15,540 $1.32 Million
Q3 2023

Oct 30, 2023
BUY
$74.88 - $83.28 $3,519 - $3,914
47 Added 0.29%
16,298 $1.24 Million
Q2 2023

Aug 02, 2023
BUY
$72.17 - $80.16 $778,569 - $864,766
10,788 Added 197.47%
16,251 $1.3 Million
Q1 2023

May 03, 2023
BUY
$65.24 - $76.13 $58,389 - $68,136
895 Added 19.59%
5,463 $403,000
Q4 2022

May 01, 2023
BUY
$60.7 - $69.78 $277,277 - $318,755
4,568 New
4,568 $296,000
Q3 2022

Dec 13, 2022
SELL
N/A
-96 Reduced 2.69%
3,470 $208,000
Q1 2022

May 16, 2022
SELL
N/A
-800 Reduced 18.32%
3,566 $266,000
Q4 2021

Feb 11, 2022
BUY
N/A
795 Added 22.26%
4,366 $332,000
Q3 2021

Nov 01, 2021
BUY
N/A
3,571 New
3,571 $262,000
Q3 2021

Oct 25, 2021
SELL
N/A
-3,744 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
N/A
-91 Reduced 2.37%
3,744 $277,000
Q1 2021

May 17, 2021
BUY
N/A
60 Added 1.59%
3,835 $266,000
Q3 2020

Nov 03, 2020
SELL
N/A
-249 Reduced 6.19%
3,775 $206,000
Q2 2020

Jul 29, 2020
BUY
N/A
4,024 New
4,024 $210,000
Q3 2011

Nov 14, 2022
SELL
N/A
-96
3,470 $208,000

Others Institutions Holding MOAT

# of Institutions
681
Shares Held
96.6M
Call Options Held
29.5K
Put Options Held
5.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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