Ownership history in Cornerstone Wealth Management, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in TORO CO (TTC). 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 Cornerstone Wealth Management, LLC underperformed the S&P 500 by β13.6% annually on this TTC position. Timing score: 50% (8/16 decisions correct). Average cost basis: $54.23. Maximum drawdown during holding period: β33.7%.
β Significantly underperformed the S&P 500 by 13.6% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $53.73 (2018 Q3) Β· Worst: $102.32 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 7 trims. Bought during 5 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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