Perigon Wealth Management, LLC Sells in Q3 2024

Perigon Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
JPM Jpmorgan Chase & CO Financial Services	-441 - 0.37%	$194.9 - $224.8 $86K - $99.1K	120K $25.2M
IEFA Ishares Tr ETFs	-2.89K - 1.34%	$70.09 - $78.74 $202K - $227K	213K $16.6M
XLV Select Sector Spdr Fund Health ETFs	-518 - 0.42%	$143.3 - $157.24 $74.2K - $81.5K	123K $19M
BX Blackstone Inc. Financial Services	-6.95K - 9.91%	$120.77 - $159.66 $839K - $1.11M	63.2K $9.68M
RMD Resmed Inc Healthcare	-25 - 0.1%	$186.94 - $252.92 $4.67K - $6.32K	24.1K $5.89M
CAT Caterpillar Inc Industrials	-52 - 0.23%	$316.8 - $391.12 $16.5K - $20.3K	22.7K $8.86M
AXP American Express CO Financial Services	-1.12K - 2.01%	$225.92 - $271.17 $253K - $304K	54.8K $14.9M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-2.51K - 4.2%	$405.19 - $478.57 $1.02M - $1.2M	57.2K $26.3M
TSLA Tesla, Inc. Consumer Cyclical	-5.2K - 5.76%	$191.76 - $263.26 $996K - $1.37M	84.9K $22.2M
HD Home Depot, Inc. Consumer Cyclical	-1.95K - 1.9%	$333.64 - $405.2 $649K - $788K	100K $40.6M
IVV Ishares Core S&P 500 ETF ETFs	-1.64K - 0.75%	$520.18 - $576.82 $852K - $944K	218K $125M
AAPL Apple Inc. Technology	-7.02K - 0.6%	$207.23 - $234.82 $1.45M - $1.65M	1.16M $271M

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