Perigon Wealth Management’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
5,174
-365
| -7% | -$59K | 0.02% | 522 |
|
|
2025
Q1 | $592K | Sell |
5,539
-4,318
| -44% | -$461K | 0.02% | 592 |
|
|
2024
Q4 | $1.45M | Buy |
9,857
+2,570
| +35% | +$379K | 0.04% | 357 |
|
|
2024
Q3 | $1.04M | Buy |
7,287
+5,405
| +287% | +$773K | 0.03% | 419 |
|
|
2024
Q2 | $308K | Buy |
+1,882
| New | +$308K | 0.01% | 678 |
|