Back to MTRX
Perigon Wealth Management, LLC → MTRX
Perigon Wealth Management, LLC MTRX Position History
Matrix Service Company
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 6.6K | — | — |
| Q2 2026 | $1.3M | 6.5K | — | — |
| Q1 2026 | $1.4M | 8.5K | — | — |
| Q4 2025 | $1M | 8.4K | — | — |
Other funds holding MTRX
$232.3M
$232.3M
$198M
$55.4M
$52.7M