PWM
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Perigon Wealth Management’s AllianceBernstein AB Stock Holding History

Perigon Wealth Management’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,001
Closed -$307K – 1054
2025
Q1 		$307K Buy
8,001
+110
+1% +$4.21K 0.01% 805
2024
Q4 		$290K Buy
+7,891
New +$290K 0.01% 827