Number of Shares
5,539
Previous 9,857 43.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2025

SELL
N/A
-4,318 Reduced 43.81%
5,539 $0
Q4 2024

Jan 22, 2025

BUY
N/A
2,570 Added 35.27%
9,857 $0
Q3 2024

Oct 16, 2024

BUY
N/A
5,405 Added 287.19%
7,287 $0
Q2 2024

Aug 02, 2024

BUY
N/A
1,882 New
1,882 $0
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.