Perigon Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $639K | Sell |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $560K | Buy |
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|
2020
Q2 | $540K | Buy |
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|
2020
Q1 | $457K | Buy |
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