Perigon Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Number of Shares
187,111
Previous 191,610 2.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
N/A
-4,499 Reduced 2.35%
187,111 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-37,056 Reduced 16.21%
191,610 $0
Q2 2024

Aug 02, 2024
SELL
N/A
-7,485 Reduced 3.17%
228,666 $0
Q1 2024

Apr 29, 2024
SELL
N/A
-10,619 Reduced 4.3%
236,151 $0
Q4 2023

Jan 29, 2024
BUY
N/A
246,770 New
246,770 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email