Ownership history in Blue Barn Wealth, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Blue Barn Wealth, LLC outperformed the S&P 500 by +45.2% annually on this AVGO position. Timing score: 75% (3/4 decisions correct). Average cost basis: $265.05. Maximum drawdown during holding period: β27.6%.
π₯ Exceptional β beat the S&P 500 by 45.2% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $166.08 (2025 Q1) Β· Worst: $328.59 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Blue Barn Wealth, LLC has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 0.67% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size