PWM
Perigon Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
45,054
-2,669
| -6% | -$728K | 0.29% | 75 |
|
|
2025
Q1 | $12.8M | Buy |
47,723
+186
| +0.4% | +$49.9K | 0.33% | 60 |
|
|
2024
Q4 | $15.2M | Buy |
47,537
+123
| +0.3% | +$39.4K | 0.37% | 54 |
|
|
2024
Q3 | $13M | Sell |
47,414
-551
| -1% | -$151K | 0.34% | 59 |
|
|
2024
Q2 | $12.3M | Sell |
47,965
-2,683
| -5% | -$690K | 0.36% | 61 |
|
|
2024
Q1 | $15.3M | Sell |
50,648
-108
| -0.2% | -$32.5K | 0.46% | 44 |
|
|
2023
Q4 | $13.4M | Sell |
50,756
-12,677
| -20% | -$3.34M | 0.44% | 50 |
|
|
2023
Q3 | $12.9M | Sell |
63,433
-4,936
| -7% | -$1M | 0.52% | 44 |
|
|
2023
Q2 | $14.4M | Buy |
68,369
+19
| +0% | +$4.01K | 0.57% | 34 |
|
|
2023
Q1 | $13.7M | Sell |
68,350
-19,517
| -22% | -$3.9M | 0.78% | 24 |
|
|
2022
Q4 | $11.7M | Sell |
87,867
-4,120
| -4% | -$546K | 0.72% | 22 |
|
|
2022
Q3 | $13.2M | Sell |
91,987
-634
| -0.7% | -$91.2K | 1.14% | 15 |
|
|
2022
Q2 | $15.3M | Buy |
92,621
+69
| +0.1% | +$11.4K | 1.28% | 14 |
|
|
2022
Q1 | $19.7M | Buy |
92,552
+55,578
| +150% | +$11.8M | 1.39% | 11 |
|
|
2021
Q4 | $9.4M | Sell |
36,974
-883
| -2% | -$224K | 0.67% | 25 |
|
|
2021
Q3 | $10.3M | Buy |
37,857
+955
| +3% | +$259K | 0.89% | 17 |
|
|
2021
Q2 | $9.01M | Sell |
36,902
-6,898
| -16% | -$1.68M | 0.8% | 21 |
|
|
2021
Q1 | $9.28M | Buy |
43,800
+7,031
| +19% | +$1.49M | 0.95% | 16 |
|
|
2020
Q4 | $8.18M | Buy |
36,769
+3,053
| +9% | +$679K | 0.95% | 18 |
|
|
2020
Q3 | $8.47M | Sell |
33,716
-454
| -1% | -$114K | 1.18% | 14 |
|
|
2020
Q2 | $6.4M | Sell |
34,170
-3,427
| -9% | -$642K | 1.01% | 20 |
|
|
2020
Q1 | $5.81M | Buy |
37,597
+2,522
| +7% | +$390K | 1.08% | 21 |
|
|
2019
Q4 | $6.08M | Sell |
35,075
-2,451
| -7% | -$425K | 1.24% | 17 |
|
|
2019
Q3 | $5.73M | Buy |
37,526
+1,473
| +4% | +$225K | 1.35% | 15 |
|
|
2019
Q2 | $5.47M | Buy |
36,053
+3,038
| +9% | +$461K | 1.28% | 18 |
|
|
2019
Q1 | $5.38M | Sell |
33,015
-1,278
| -4% | -$208K | 1.25% | 18 |
|
|
2018
Q4 | $5.14M | Buy |
34,293
+3,625
| +12% | +$543K | 1.31% | 16 |
|
|
2018
Q3 | $4.88M | Buy |
30,668
+1,647
| +6% | +$262K | 1.2% | 15 |
|
|
2018
Q2 | $3.96M | Buy |
29,021
+6,001
| +26% | +$818K | 1.19% | 20 |
|
|
2018
Q1 | $2.68M | Buy |
23,020
+6,675
| +41% | +$776K | 0.99% | 31 |
|
|
2017
Q4 | $1.67M | Sell |
16,345
-2,873
| -15% | -$294K | 0.62% | 45 |
|
|
2017
Q3 | $1.8M | Sell |
19,218
-27,339
| -59% | -$2.55M | 0.58% | 43 |
|
|
2017
Q2 | $4.03M | Buy |
46,557
+3,002
| +7% | +$260K | 0.88% | 27 |
|
|
2017
Q1 | $3.59M | Sell |
43,555
-3,215
| -7% | -$265K | 0.76% | 36 |
|
|
2016
Q4 | $3.85M | Buy |
46,770
+15,413
| +49% | +$1.27M | 0.84% | 31 |
|
|
2016
Q3 | $2.24M | Sell |
31,357
-500
| -2% | -$35.7K | 0.57% | 54 |
|
|
2016
Q2 | $2.53M | Buy |
31,857
+11,372
| +56% | +$903K | 0.67% | 43 |
|
|
2016
Q1 | $1.6M | Hold |
20,485
| – | – | 0.5% | 56 |
|
|
2015
Q4 | $1.61M | Sell |
20,485
-800
| -4% | -$62.7K | 0.44% | 62 |
|
|
2015
Q3 | $1.48M | Sell |
21,285
-1,000
| -4% | -$69.4K | 0.44% | 62 |
|
|
2015
Q2 | $1.55M | Hold |
22,285
| – | – | 0.41% | 64 |
|
|
2015
Q1 | $1.49M | Sell |
22,285
-12,820
| -37% | -$857K | 0.41% | 63 |
|
|
2014
Q4 | $2.08M | Sell |
35,105
-73
| -0.2% | -$4.33K | 0.63% | 45 |
|
|
2014
Q3 | $2.02M | Buy |
35,178
+2,160
| +7% | +$124K | 0.6% | 49 |
|
|
2014
Q2 | $1.92M | Hold |
33,018
| – | – | 0.55% | 55 |
|
|
2014
Q1 | $1.89M | Sell |
33,018
-18,769
| -36% | -$1.07M | 1.04% | 33 |
|
|
2013
Q4 | $2.86M | Buy |
+51,787
| New | +$2.86M | 1.59% | 21 |
|