Private Wealth Strategies, L.L.C. WOR Holdings History
Private Wealth Strategies, L.L.C.'s Worthington Enterprises Inc Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 82,667.00 shares of Worthington Enterprises Inc(WOR), totaling $3.91 Mil. This investment constitutes 0.78% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds 0.17% of the outstanding Worthington Enterprises Inc(WOR) stock.
The initial trade took place in 2019Q4. And since then Private Wealth Strategies, L.L.C. has made 14 purchases of WOR, at an average price of $47.94, for a total of 237,556.00 shares. In addition, there have been 2 sales at an average price of $64.58 for 154,889.00 shares. Based on historical transaction data and WOR's current price of $65.75, Private Wealth Strategies, L.L.C.'s estimated gain on his WOR holdings is $4.05 Mil, reflecting a 35.57% gain to date.
Private Wealth Strategies, L.L.C. WOR ($65.75) Holding Chart
Private Wealth Strategies, L.L.C. WOR ($65.75) 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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