Perigon Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Number of Shares
192,748
Previous 201,413 4.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
N/A
-8,665 Reduced 4.3%
192,748 $0
Q1 2025

Apr 23, 2025
BUY
N/A
14,302 Added 7.64%
201,413 $0
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
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