Ownership history in Perigon Wealth Management, LLC Β· 36 quarters on record
This page tracks every 13F SEC filing in which Perigon Wealth Management, LLC reported a position in Broadcom LTD F (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 Perigon Wealth Management, LLC outperformed the S&P 500 by +56.6% annually on this AVGO position. Timing score: 60% (21/35 decisions correct). Average cost basis: $176.57. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 56.6% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
21 of 35 add/trim decisions correct
Best entry: $11.93 (2016 Q2) Β· Worst: $328.59 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
24 adds Β· 12 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Perigon Wealth Management, LLC has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 0.95% 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