Perigon Wealth Management’s Broadcom AVGO Stock Holding History

Perigon Wealth Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.4M	Buy	153,695 +1,437	+0.9%	+$396K	0.99%	14
2025 Q1	$25.5M	Sell	152,258 -233	-0.2%	-$39K	0.65%	27
2024 Q4	$35M	Buy	152,491 +47,642	+45%	+$10.9M	0.86%	19
2024 Q3	$18.1M	Buy	104,849 +3,769	+4%	+$650K	0.48%	38
2024 Q2	$16.2M	Buy	101,080 +1,480	+1%	+$238K	0.47%	42
2024 Q1	$13.2M	Buy	99,600 +600	+0.6%	+$79.5K	0.4%	53
2023 Q4	$11.1M	Buy	99,000 +1,110	+1%	+$124K	0.36%	60
2023 Q3	$8.13M	Buy	97,890 +1,560	+2%	+$130K	0.33%	67
2023 Q2	$8.36M	Buy	96,330 +48,360	+101%	+$4.19M	0.33%	69
2023 Q1	$3.08M	Buy	47,970 +350	+0.7%	+$22.5K	0.17%	123
2022 Q4	$2.66M	Buy	47,620 +11,990	+34%	+$670K	0.17%	138
2022 Q3	$1.58M	Sell	35,630 -540	-1%	-$24K	0.14%	150
2022 Q2	$1.76M	Buy	36,170 +140	+0.4%	+$6.8K	0.15%	142
2022 Q1	$2.27M	Sell	36,030 -850	-2%	-$53.5K	0.16%	124
2021 Q4	$2.45M	Buy	36,880 +3,800	+11%	+$253K	0.18%	108
2021 Q3	$1.6M	Buy	33,080 +1,470	+5%	+$71.3K	0.14%	134
2021 Q2	$1.51M	Buy	31,610 +2,000	+7%	+$95.4K	0.13%	140
2021 Q1	$1.37M	Buy	29,610 +4,320	+17%	+$200K	0.14%	138
2020 Q4	$1.11M	Buy	25,290 +4,030	+19%	+$176K	0.13%	131
2020 Q3	$775K	Buy	21,260 +1,540	+8%	+$56.1K	0.11%	153
2020 Q2	$622K	Sell	19,720 -3,460	-15%	-$109K	0.1%	164
2020 Q1	$590K	Buy	23,180 +3,370	+17%	+$85.8K	0.11%	148
2019 Q4	$621K	Buy	19,810 +1,700	+9%	+$53.3K	0.13%	120
2019 Q3	$526K	Sell	18,110 -70	-0.4%	-$2.03K	0.12%	116
2019 Q2	$523K	Sell	18,180 -150	-0.8%	-$4.32K	0.12%	124
2019 Q1	$572K	Buy	18,330 +150	+0.8%	+$4.68K	0.13%	113
2018 Q4	$487K	Sell	18,180 -1,070	-6%	-$28.7K	0.12%	123
2018 Q3	$475K	Sell	19,250 -15,960	-45%	-$394K	0.12%	122
2018 Q2	$854K	Buy	35,210 +34,350	+3,994%	+$833K	0.26%	86
2018 Q1	$20K	Buy	860 +10	+1%	+$233	0.01%	436
2017 Q4	$22K	Sell	850 -45,760	-98%	-$1.18M	0.01%	396
2017 Q3	$1.13M	Sell	46,610 -51,160	-52%	-$1.24M	0.37%	63
2017 Q2	$2.28M	Sell	97,770 -3,270	-3%	-$76.2K	0.5%	59
2017 Q1	$2.21M	Buy	+101,040	New	+$2.21M	0.47%	69
2016 Q4	–	Sell	-96,900	Closed	-$1.67M	–	701
2016 Q3	$1.67M	Sell	96,900 -1,420	-1%	-$24.5K	0.43%	72
2016 Q2	$1.53M	Buy	+98,320	New	+$1.53M	0.41%	74
2016 Q1	–	Sell	-91,620	Closed	-$1.33M	–	266
2015 Q4	$1.33M	Buy	91,620 +8,170	+10%	+$119K	0.37%	78
2015 Q3	$1.04M	Buy	83,450 +1,080	+1%	+$13.5K	0.31%	91
2015 Q2	$1.1M	Buy	82,370 +270	+0.3%	+$3.59K	0.29%	88
2015 Q1	$1.04M	Buy	82,100 +47,130	+135%	+$599K	0.29%	87
2014 Q4	$352K	Buy	+34,970	New	+$352K	0.11%	156