Number of Shares
208,491.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
1.4%
Total Estimate Gain
$474,815.43
% of Total Estimate Gain
3.82%

Private Wealth Strategies, L.L.C.'s Worthington Steel Inc Holding Summary

As of 2024-06-30, Private Wealth Strategies, L.L.C. held 208,491.00 shares of Worthington Steel Inc(WS), totaling $6.96 Mil. This investment constitutes 1.4% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds 0.42% of the outstanding Worthington Steel Inc(WS) stock.

The initial trade took place in 2023Q4. And since then Private Wealth Strategies, L.L.C. has made 2 purchases of WS, at an average price of $30.04, for a total of 413,362.00 shares. In addition, there have been 1 sales at an average price of $30.33 for 204,871.00 shares. Based on historical transaction data and WS's current price of $32.03, Private Wealth Strategies, L.L.C.'s estimated gain on his WS holdings is $474,815.43, reflecting a 3.82% gain to date.

Private Wealth Strategies, L.L.C. WS ($32.03) Holding Chart

Private Wealth Strategies, L.L.C. WS ($32.03) 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 %

Top Ranked Articles

  • 1