Ownership history in True Wealth Design, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DXC TECHNOLOGY CO (DXC). 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 β67.3% annually on this DXC position. Timing score: 67% (2/3 decisions correct). Average cost basis: $17.58. Maximum drawdown during holding period: β31.8%.
β Significantly underperformed the S&P 500 by 67.3% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $13.63 (2025 Q3) Β· Worst: $19.98 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 2 trims. Bought during 1 of 3 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