Perigon Wealth Management, LLC SPY Holdings History
Perigon Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 91,325.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $56.42 Mil. This investment constitutes 1.32% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then Perigon Wealth Management, LLC has made 23 purchases of SPY, at an average price of $428.29, for a total of 291,355.00 shares. In addition, there have been 14 sales at an average price of $474.62 for 200,030.00 shares. Based on historical transaction data and SPY's current price of $633.26, Perigon Wealth Management, LLC's estimated gain on his SPY holdings is $27.99 Mil, reflecting a 22.43% gain to date.
Perigon Wealth Management, LLC SPY ($633.26) Holding Chart
Perigon Wealth Management, LLC SPY ($633.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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