Perigon Wealth Management’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
6,044
+304
| +5% | +$17K | 0.01% | 802 |
|
|
2025
Q1 | $285K | Sell |
5,740
-2,159
| -27% | -$107K | 0.01% | 830 |
|
|
2024
Q4 | $410K | Sell |
7,899
-3,806
| -33% | -$198K | 0.01% | 699 |
|
|
2024
Q3 | $652K | Sell |
11,705
-83
| -0.7% | -$4.62K | 0.02% | 538 |
|
|
2024
Q2 | $604K | Buy |
+11,788
| New | +$604K | 0.02% | 487 |
|
|
2024
Q1 | – | Sell |
-5,006
| Closed | -$245K | – | 882 |
|
|
2023
Q4 | $245K | Buy |
+5,006
| New | +$245K | 0.01% | 730 |
|
|
2021
Q1 | – | Sell |
-1,496
| Closed | -$77K | – | 846 |
|
|
2020
Q4 | $77K | Buy |
+1,496
| New | +$77K | 0.01% | 607 |
|
|
2019
Q1 | – | Sell |
-8,190
| Closed | -$214K | – | 236 |
|
|
2018
Q4 | $214K | Sell |
8,190
-4,950
| -38% | -$129K | 0.05% | 209 |
|
|
2018
Q3 | $304K | Buy |
13,140
+1,500
| +13% | +$34.7K | 0.07% | 173 |
|
|
2018
Q2 | $301K | Buy |
11,640
+4,120
| +55% | +$107K | 0.09% | 180 |
|
|
2018
Q1 | $181K | Buy |
+7,520
| New | +$181K | 0.07% | 171 |
|