PWM
MQ icon

Perigon Wealth Management’s Marqeta MQ Stock Holding History

Perigon Wealth Management’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.97M Buy
243,240
+306
+0.1% +$5.15K 0.07% 253
2025
Q4 		$4.62M Buy
242,934
+84
+0% +$1.61K 0.08% 224
2025
Q3 		$5.13M Buy
242,850
+19
+0% +$450 0.1% 185
2025
Q2 		$5.66M Hold
242,831
– – 0.13% 150
2025
Q1 		$4M Sell
242,831
-4
-0% -$63 0.1% 195
2024
Q4 		$3.66M Sell
242,835
-230
-0.1% -$4.04K 0.09% 204
2024
Q3 		$4.78M Hold
243,065
– – 0.13% 156
2024
Q2 		$5.33M Hold
243,065
– – 0.15% 136
2024
Q1 		$5.79M Buy
243,065
+2
+0% +$49 0.18% 128
2023
Q4 		$6.79M Sell
243,063
-125
-0.1% -$2.99K 0.22% 97
2023
Q3 		$5.82M Hold
243,188
– – 0.24% 100
2023
Q2 		$4.74M Buy
243,188
+207
+0.1% +$3.75K 0.19% 122
2023
Q1 		$4.44M Buy
242,981
+27
+0% +$602 0.25% 92
2022
Q4 		$5.94M Sell
242,954
-1,261
-0.5% -$34.4K 0.37% 66
2022
Q3 		$6.96M Buy
244,215
+11
+0% +$366 0.6% 31
2022
Q2 		$7.92M Buy
244,204
+875
+0.4% +$34.4K 0.66% 26
2022
Q1 		$10.7M Buy
243,329
+375
+0.2% +$17.4K 0.76% 20
2021
Q4 		$16.7M Buy
+242,954
New +$21.7M 1.19% 14

Other funds holding MQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return