Perigon Wealth Management’s Hennessy Advisors HNNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Hold |
63,798
| – | – | 0.02% | 536 |
|
|
2025
Q1 | $635K | Hold |
63,798
| – | – | 0.02% | 571 |
|
|
2024
Q4 | $778K | Buy |
63,798
+15,882
| +33% | +$194K | 0.02% | 513 |
|
|
2024
Q3 | $477K | Sell |
47,916
-339
| -0.7% | -$3.37K | 0.01% | 629 |
|
|
2024
Q2 | $344K | Buy |
48,255
+339
| +0.7% | +$2.41K | 0.01% | 641 |
|
|
2024
Q1 | $331K | Hold |
47,916
| – | – | 0.01% | 656 |
|
|
2023
Q4 | $322K | Buy |
47,916
+31,608
| +194% | +$212K | 0.01% | 629 |
|
|
2023
Q3 | $111K | Sell |
16,308
-1,064
| -6% | -$7.24K | ﹤0.01% | 753 |
|
|
2023
Q2 | $123K | Buy |
+17,372
| New | +$123K | ﹤0.01% | 746 |
|