Perigon Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $299K | Buy |
|
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|
2025
Q1 | $281K | Buy |
|
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|
2024
Q4 | $276K | Sell |
|
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|
2024
Q3 | $334K | Sell |
|
|||||
|
2024
Q2 | $303K | Buy |
|
|||||
|
2024
Q1 | $305K | Buy |
|
|||||
|
2023
Q4 | $310K | Buy |
|
|||||
|
2023
Q3 | $267K | Buy |
|
|||||
|
2023
Q2 | $242K | Buy |
|
|||||
|
2023
Q1 | $230K | Sell |
|
|||||
|
2022
Q4 | $226K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $128K | Buy |
|