Perigon Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,414
| Closed | -$202K | – | 1031 |
|
|
2024
Q4 | $202K | Buy |
6,414
+9
| +0.1% | +$284 | 0.01% | 978 |
|
|
2024
Q3 | $210K | Buy |
+6,405
| New | +$210K | 0.01% | 919 |
|
|
2023
Q2 | – | Sell |
-9,330
| Closed | -$250K | – | 785 |
|
|
2023
Q1 | $250K | Sell |
9,330
-10,881
| -54% | -$292K | 0.01% | 604 |
|
|
2022
Q4 | $629K | Sell |
20,211
-1,046
| -5% | -$32.6K | 0.04% | 349 |
|
|
2022
Q3 | $518K | Sell |
21,257
-223
| -1% | -$5.43K | 0.04% | 328 |
|
|
2022
Q2 | $540K | Sell |
21,480
-14
| -0.1% | -$352 | 0.05% | 318 |
|
|
2022
Q1 | $625K | Sell |
21,494
-5,259
| -20% | -$153K | 0.04% | 307 |
|
|
2021
Q4 | $701K | Sell |
26,753
-3,305
| -11% | -$86.6K | 0.05% | 274 |
|
|
2021
Q3 | $711K | Buy |
30,058
+3,005
| +11% | +$71.1K | 0.06% | 245 |
|
|
2021
Q2 | $691K | Sell |
27,053
-5,237
| -16% | -$134K | 0.06% | 251 |
|
|
2021
Q1 | $741K | Buy |
32,290
+6,256
| +24% | +$144K | 0.08% | 228 |
|
|
2020
Q4 | $470K | Buy |
26,034
+11,568
| +80% | +$209K | 0.05% | 260 |
|
|
2020
Q3 | $251K | Sell |
14,466
-262
| -2% | -$4.55K | 0.04% | 322 |
|
|
2020
Q2 | $306K | Sell |
14,728
-9,299
| -39% | -$193K | 0.05% | 265 |
|
|
2020
Q1 | $371K | Buy |
+24,027
| New | +$371K | 0.07% | 207 |
|
|
2016
Q3 | – | Sell |
-76
| Closed | -$1K | – | 616 |
|
|
2016
Q2 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 429 |
|