Ownership history in True Wealth Design, LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in PERRIGO CO PLC (PRGO). 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 True Wealth Design, LLC underperformed the S&P 500 by β76.4% annually on this PRGO position. Average cost basis: $26.40. Maximum drawdown during holding period: β18.7%.
β Significantly underperformed the S&P 500 by 76.4% ann.
2 quarters analyzed
Best entry: $25.81 (2025 Q2) Β· Worst: $26.80 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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