Perigon Wealth Management’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
+14,636
| New | +$294K | 0.01% | 850 |
|
|
2024
Q2 | – | Sell |
-9,195
| Closed | -$248K | – | 906 |
|
|
2024
Q1 | $248K | Buy |
9,195
+1,130
| +14% | +$30.5K | 0.01% | 734 |
|
|
2023
Q4 | $289K | Buy |
8,065
+254
| +3% | +$9.09K | 0.01% | 668 |
|
|
2023
Q3 | $221K | Buy |
7,811
+964
| +14% | +$27.3K | 0.01% | 700 |
|
|
2023
Q2 | $342K | Buy |
+6,847
| New | +$342K | 0.01% | 569 |
|