Perigon Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$891K Buy
18,312
+1,538
+9% +$74.8K 0.02% 502
2025
Q1
$571K Buy
16,774
+17
+0.1% +$579 0.01% 601
2024
Q4
$675K Buy
16,757
+1,717
+11% +$69.2K 0.02% 555
2024
Q3
$707K Buy
15,040
+388
+3% +$18.2K 0.02% 514
2024
Q2
$791K Sell
14,652
-89
-0.6% -$4.81K 0.02% 427
2024
Q1
$1M Sell
14,741
-177
-1% -$12.1K 0.03% 370
2023
Q4
$934K Buy
14,918
+609
+4% +$38.1K 0.03% 355
2023
Q3
$649K Buy
14,309
+2,925
+26% +$133K 0.03% 391
2023
Q2
$639K Sell
11,384
-206
-2% -$11.6K 0.03% 395
2023
Q1
$524K Sell
11,590
-358
-3% -$16.2K 0.03% 385
2022
Q4
$486K Sell
11,948
-123
-1% -$5K 0.03% 394
2022
Q3
$789K Buy
12,071
+186
+2% +$12.2K 0.07% 241
2022
Q2
$722K Buy
11,885
+1,356
+13% +$82.4K 0.06% 261
2022
Q1
$661K Buy
10,529
+1,866
+22% +$117K 0.05% 297
2021
Q4
$656K Buy
8,663
+1,397
+19% +$106K 0.05% 283
2021
Q3
$813K Buy
7,266
+450
+7% +$50.4K 0.07% 226
2021
Q2
$1.1M Buy
6,816
+378
+6% +$61.2K 0.1% 178
2021
Q1
$784K Buy
6,438
+830
+15% +$101K 0.08% 210
2020
Q4
$859K Buy
5,608
+538
+11% +$82.4K 0.1% 160
2020
Q3
$424K Buy
5,070
+143
+3% +$12K 0.06% 246
2020
Q2
$362K Sell
4,927
-1,425
-22% -$105K 0.06% 237
2020
Q1
$291K Buy
6,352
+1,721
+37% +$78.8K 0.05% 239
2019
Q4
$278K Buy
+4,631
New +$278K 0.06% 209