True Wealth Design, LLC WOR Holdings History
Number of Shares
5,942.00
Current Holdings Value*
$297,640.00
% of Portfolio
0.11%
Total Estimate Gain
$120,206.66
% of Total Estimate Gain
48.00%
True Wealth Design, LLC's Worthington Enterprises Inc Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 5,942.00 shares of Worthington Enterprises Inc(WOR), totaling $297,640.00. This investment constitutes 0.11% of their stock portfolio, and True Wealth Design, LLC now holds 0.01% of the outstanding Worthington Enterprises Inc(WOR) stock.
The initial trade took place in 2025Q1. And since then True Wealth Design, LLC has made 1 purchases of WOR, at an average price of $42.15, for a total of 5,942.00 shares. Based on historical transaction data and WOR's current price of $62.38, True Wealth Design, LLC's estimated gain on his WOR holdings is $120,206.66, reflecting a 48.00% gain to date.
True Wealth Design, LLC WOR ($62.38) Holding Chart
True Wealth Design, LLC WOR ($62.38) 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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