A detailed history of Perigon Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,281 shares of BOTZ stock, worth $220,777. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,281
Previous 7,595 17.3%
Holding current value
$220,777
Previous $247,000 10.12%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
$32.14 - $35.96 $42,231 - $47,251
-1,314 Reduced 17.3%
6,281 $222,000
Q2 2025

Jul 15, 2025

SELL
$24.51 - $32.65 $42,010 - $55,962
-1,714 Reduced 18.41%
7,595 $247,000
Q1 2025

Apr 23, 2025

SELL
$28.46 - $34.53 $20,861 - $25,310
-733 Reduced 7.3%
9,309 $264,000
Q3 2024

Oct 16, 2024

BUY
$27.68 - $32.27 $26,600 - $31,011
961 Added 10.58%
10,042 $322,000
Q2 2024

Aug 02, 2024

BUY
$28.65 - $31.95 $260,170 - $290,137
9,081 New
9,081 $280,000
Q1 2021

May 17, 2021

SELL
$31.53 - $36.46 $22,071 - $25,522
-700 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$27.71 - $33.39 $19,397 - $23,373
700 New
700 $23,000

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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