Perigon Wealth Management’s Planet Labs PL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Hold
142,169
0.02% 511
2025
Q1
$481K Buy
142,169
+57
+0% +$193 0.01% 652
2024
Q4
$541K Buy
142,112
+1
+0% +$4 0.01% 616
2024
Q3
$317K Buy
142,111
+5,111
+4% +$11.4K 0.01% 766
2024
Q2
$255K Buy
137,000
+25,000
+22% +$46.5K 0.01% 750
2024
Q1
$286K Buy
112,000
+15,000
+15% +$38.3K 0.01% 696
2023
Q4
$240K Sell
97,000
-16,100
-14% -$39.8K 0.01% 735
2023
Q3
$294K Buy
113,100
+7,600
+7% +$19.8K 0.01% 593
2023
Q2
$340K Buy
105,500
+17,741
+20% +$57.1K 0.01% 570
2023
Q1
$345K Buy
87,759
+2,000
+2% +$7.86K 0.02% 496
2022
Q4
$373K Sell
85,759
-17,420
-17% -$75.8K 0.02% 462
2022
Q3
$560K Buy
103,179
+620
+0.6% +$3.37K 0.05% 306
2022
Q2
$444K Buy
102,559
+2,800
+3% +$12.1K 0.04% 349
2022
Q1
$507K Buy
99,759
+81,259
+439% +$413K 0.04% 358
2021
Q4
$114K Buy
+18,500
New +$114K 0.01% 561