Ownership history in True Wealth Design, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in WILLSCOT MOBIL MINI HLDNG CO (WSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1 | -1 | -50.0% | 0.00% | $22 | $20.97 |
| 2025 Q2 | REDUCED | 2 | -6 | -75.0% | 0.00% | $55 | $27.13 |
| 2025 Q1 | ADDED | 8 | +6 | +300.0% | 0.00% | $223 | $27.46 |
| 2024 Q3 | REDUCED | 2 | -6 | -75.0% | 0.00% | $76 | $37.05 |
| 2024 Q2 | ADDED | 8 | +4 | +100.0% | 0.00% | $302 | $37.09 |
| 2024 Q1 | ADDED | 4 | +2 | +100.0% | 0.00% | $186 | $45.82 |
| 2023 Q4 | UNCHANGED | 2 | — | 0% | 0.00% | $89 | $43.85 |
| 2023 Q3 | UNCHANGED | 2 | — | 0% | 0.00% | $84 | $40.99 |
| 2023 Q2 | UNCHANGED | 2 | — | 0% | 0.00% | $96 | $47.10 |
| 2023 Q1 | INITIATED | 2 | — | — | 0.00% | $94 | $46.20 |
As of 2025 Q4 — sorted by position size