Perigon Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,683
-521
| -16% | -$47.8K | 0.01% | 919 |
|
|
2025
Q1 | $295K | Sell |
3,204
-102
| -3% | -$9.38K | 0.01% | 816 |
|
|
2024
Q4 | $285K | Buy |
3,306
+183
| +6% | +$15.8K | 0.01% | 840 |
|
|
2024
Q3 | $247K | Buy |
3,123
+439
| +16% | +$34.7K | 0.01% | 853 |
|
|
2024
Q2 | $201K | Buy |
2,684
+51
| +2% | +$3.81K | 0.01% | 813 |
|
|
2024
Q1 | $206K | Buy |
+2,633
| New | +$206K | 0.01% | 801 |
|
|
2021
Q1 | – | Sell |
-608
| Closed | -$27K | – | 788 |
|
|
2020
Q4 | $27K | Buy |
+608
| New | +$27K | ﹤0.01% | 926 |
|