Perigon Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $202K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $250K | Sell |
|
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|
2022
Q4 | $629K | Sell |
|
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $625K | Sell |
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|
2021
Q4 | $701K | Sell |
|
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|
2021
Q3 | $711K | Buy |
|
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $741K | Buy |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $306K | Sell |
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|
2020
Q1 | $371K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Buy |
|