PWM
BTC

Perigon Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Perigon Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+4,211
New +$201K ﹤0.01% 1010
2025
Q1 		– Sell
-5,023
Closed -$224K – 1100
2024
Q4 		$224K Buy
5,023
+429
+9% +$19.1K 0.01% 922
2024
Q3 		$129K Buy
+4,594
New +$129K ﹤0.01% 956