Perigon Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $802K | Buy |
13,330
+5,634
| +73% | +$343K | 0.01% | 601 |
|
|
2025
Q4 | $501K | Buy |
7,696
+202
| +3% | +$13.9K | 0.01% | 802 |
|
|
2025
Q3 | $542K | Sell |
7,494
-1,570
| -17% | -$118K | 0.01% | 710 |
|
|
2025
Q2 | $616K | Sell |
9,064
-7,140
| -44% | -$415K | 0.01% | 614 |
|
|
2025
Q1 | $880K | Sell |
16,204
-744
| -4% | -$55.5K | 0.02% | 480 |
|
|
2024
Q4 | $1.46M | Buy |
16,948
+6,779
| +67% | +$556K | 0.04% | 355 |
|
|
2024
Q3 | $683K | Buy |
10,169
+47
| +0.5% | +$3.04K | 0.02% | 527 |
|
|
2024
Q2 | $653K | Buy |
10,122
+488
| +5% | +$34.1K | 0.02% | 468 |
|
|
2024
Q1 | $815K | Buy |
9,634
+68
| +0.7% | +$4.92K | 0.02% | 413 |
|
|
2023
Q4 | $740K | Buy |
9,566
+1,684
| +21% | +$95.2K | 0.02% | 410 |
|
|
2023
Q3 | $349K | Sell |
7,882
-330
| -4% | -$20.4K | 0.01% | 540 |
|
|
2023
Q2 | $547K | Sell |
8,212
-31
| -0.4% | -$1.94K | 0.02% | 437 |
|
|
2023
Q1 | $566K | Sell |
8,243
-8,582
| -51% | -$642K | 0.03% | 371 |
|
|
2022
Q4 | $1.06M | Buy |
16,825
+1,122
| +7% | +$69.2K | 0.07% | 254 |
|
|
2022
Q3 | $864K | Sell |
15,703
-2,788
| -15% | -$197K | 0.07% | 222 |
|
|
2022
Q2 | $1.14M | Buy |
18,491
+7,210
| +64% | +$659K | 0.09% | 197 |
|
|
2022
Q1 | $1.53M | Buy |
11,281
+3,815
| +51% | +$462K | 0.11% | 166 |
|
|
2021
Q4 | $1.21M | Buy |
7,466
+1,055
| +16% | +$229K | 0.09% | 195 |
|
|
2021
Q3 | $1.54M | Buy |
6,411
+318
| +5% | +$81.7K | 0.13% | 142 |
|
|
2021
Q2 | $1.49M | Buy |
6,093
+570
| +10% | +$132K | 0.13% | 141 |
|
|
2021
Q1 | $1.25M | Buy |
5,523
+444
| +9% | +$104K | 0.13% | 155 |
|
|
2020
Q4 | $1.1M | Buy |
5,079
+502
| +11% | +$97.9K | 0.13% | 133 |
|
|
2020
Q3 | $744K | Sell |
4,577
-216
| -5% | -$30.5K | 0.1% | 161 |
|
|
2020
Q2 | $503K | Sell |
4,793
-1,876
| -28% | -$144K | 0.08% | 198 |
|
|
2020
Q1 | $395K | Buy |
6,669
+2,466
| +59% | +$169K | 0.07% | 199 |
|
|
2019
Q4 | $263K | Buy |
+4,203
| New | +$269K | 0.05% | 216 |
|
|
2019
Q3 | – | Sell |
-2,893
| Closed | -$210K | – | 266 |
|
|
2019
Q2 | $210K | Sell |
2,893
-27
| -0.9% | -$1.89K | 0.05% | 229 |
|
|
2019
Q1 | $212K | Sell |
2,920
-2,082
| -42% | -$151K | 0.05% | 209 |
|
|
2018
Q4 | $388K | Buy |
+5,002
| New | +$353K | 0.1% | 143 |
|
|
2018
Q2 | – | Sell |
-1,156
| Closed | -$57K | – | 615 |
|
|
2018
Q1 | $57K | Sell |
1,156
-71
| -6% | -$3.26K | 0.02% | 294 |
|
|
2017
Q4 | $43K | Buy |
1,227
+1,127
| +1,127% | +$41.3K | 0.02% | 309 |
|
|
2017
Q3 | $3K | Buy |
+100
| New | +$2.62K | ﹤0.01% | 594 |
|
Other funds holding XYZ
VCM
VPM
Perigon Wealth Management's XYZ Position: Q1 2026 in Review
Perigon Wealth Management increased its Block Inc (XYZ) stake by 73% in Q1 2026, buying an estimated $343K and bringing the position to 13,330 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #601.
Perigon Wealth Management first reported a position in XYZ in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.54M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Perigon Wealth Management held 13,330 shares of Block Inc worth $802K as of Q1 2026.
- Perigon Wealth Management bought 5,634 Block Inc shares in Q1 2026, an estimated $343K.
- Block Inc made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #601 holding.
- Perigon Wealth Management first reported a position in Block Inc in Q3 2017 and has held it in 32 quarters since.
- Perigon Wealth Management's Block Inc position peaked at $1.54M in Q3 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.