Perigon Wealth Management’s Hennessy Advisors HNNA Stock Holding History

Perigon Wealth Management’s Portfolio HNNA Stock Details HNNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$672K	Hold
2025 Q2	$804K	Hold
2025 Q1	$635K	Hold
2024 Q4	$778K	Buy
2024 Q3	$477K	Sell
2024 Q2	$344K	Buy
2024 Q1	$331K	Hold
2023 Q4	$322K	Buy
2023 Q3	$111K	Sell
2023 Q2	$123K	Buy