Monteagle Select Value Fund WTW Holdings History
Number of Shares
2,200.00
Current Holdings Value*
$747,230.00
% of Portfolio
5.24%
Total Estimate Gain
$174,724.00
% of Total Estimate Gain
34.95%
Monteagle Select Value Fund's Willis Towers Watson PLC Holding Summary
As of 2025-02-28, Monteagle Funds held 2,200.00 shares of Willis Towers Watson PLC(WTW), totaling $747,230.00. This investment constitutes 5.24% of their stock portfolio, and Monteagle Funds now holds 0% of the outstanding Willis Towers Watson PLC(WTW) stock.
The initial trade took place in 2021Q3. And since then Monteagle Select Value Fund has made 1 purchases of WTW, at an average price of $227.27, for a total of 2,200.00 shares. Based on historical transaction data and WTW's current price of $306.69, Monteagle Select Value Fund's estimated gain on his WTW holdings is $174,724.00, reflecting a 34.95% gain to date.
Monteagle Select Value Fund WTW ($306.69) Holding Chart
Monteagle Select Value Fund WTW ($306.69) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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