Polen Growth & Income Fund WTW Holdings History
Number of Shares
262.00
Current Holdings Value*
$80,640.00
% of Portfolio
2.03%
Total Estimate Gain
$-4,692.42
% of Total Estimate Gain
-5.50%
Polen Growth & Income Fund's Willis Towers Watson PLC Holding Summary
As of 2025-04-30, Polen Growth & Income Fund held 262.00 shares of Willis Towers Watson PLC(WTW), totaling $80,640.00. This investment constitutes 2.03% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Willis Towers Watson PLC(WTW) stock.
The initial trade took place in 2025Q2. And since then Polen Growth & Income Fund has made 1 purchases of WTW, at an average price of $325.50, for a total of 262.00 shares. Based on historical transaction data and WTW's current price of $307.59, Polen Growth & Income Fund's estimated gain on his WTW holdings is $-4,692.42, reflecting a -5.50% gain to date.
Polen Growth & Income Fund WTW ($307.59) Holding Chart
Polen Growth & Income Fund WTW ($307.59) 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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