Perigon Wealth Management’s Eagle Materials EXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
4,740
-595
| -11% | -$120K | 0.02% | 480 |
|
|
2025
Q1 | $1.18M | Sell |
5,335
-232
| -4% | -$51.5K | 0.03% | 413 |
|
|
2024
Q4 | $1.42M | Buy |
5,567
+87
| +2% | +$22.1K | 0.03% | 363 |
|
|
2024
Q3 | $1.58M | Buy |
5,480
+573
| +12% | +$165K | 0.04% | 323 |
|
|
2024
Q2 | $1.07M | Sell |
4,907
-50
| -1% | -$10.9K | 0.03% | 362 |
|
|
2024
Q1 | $1.35M | Buy |
4,957
+514
| +12% | +$140K | 0.04% | 306 |
|
|
2023
Q4 | $901K | Sell |
4,443
-332
| -7% | -$67.3K | 0.03% | 360 |
|
|
2023
Q3 | $795K | Buy |
4,775
+139
| +3% | +$23.1K | 0.03% | 351 |
|
|
2023
Q2 | $864K | Buy |
4,636
+1
| +0% | +$186 | 0.03% | 343 |
|
|
2023
Q1 | $680K | Sell |
4,635
-10
| -0.2% | -$1.47K | 0.04% | 337 |
|
|
2022
Q4 | $617K | Buy |
4,645
+97
| +2% | +$12.9K | 0.04% | 352 |
|
|
2022
Q3 | $487K | Sell |
4,548
-850
| -16% | -$91K | 0.04% | 335 |
|
|
2022
Q2 | $593K | Buy |
5,398
+619
| +13% | +$68K | 0.05% | 294 |
|
|
2022
Q1 | $613K | Buy |
4,779
+81
| +2% | +$10.4K | 0.04% | 312 |
|
|
2021
Q4 | $782K | Buy |
4,698
+818
| +21% | +$136K | 0.06% | 256 |
|
|
2021
Q3 | $509K | Buy |
3,880
+876
| +29% | +$115K | 0.04% | 305 |
|
|
2021
Q2 | $427K | Buy |
3,004
+65
| +2% | +$9.24K | 0.04% | 337 |
|
|
2021
Q1 | $395K | Buy |
+2,939
| New | +$395K | 0.04% | 335 |
|
|
2018
Q3 | – | Sell |
-36,515
| Closed | -$3.84M | – | 252 |
|
|
2018
Q2 | $3.84M | Buy |
36,515
+1,200
| +3% | +$126K | 1.15% | 24 |
|
|
2018
Q1 | $3.64M | Buy |
+35,315
| New | +$3.64M | 1.34% | 19 |
|