Perigon Wealth Management’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Sell
2025 Q2	$246K	Sell
2025 Q1	$295K	Sell
2024 Q4	$285K	Buy
2024 Q3	$247K	Buy
2024 Q2	$201K	Buy
2024 Q1	$206K	Buy
2021 Q1	–	Sell
2020 Q4	$27K	Buy