Bartlett & Co Wealth Management’s Worthington Enterprises WOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54K	Hold	1,012	–	–	﹤0.01%	671
2025 Q4	$52.2K	Hold	1,012	–	–	﹤0.01%	659
2025 Q3	$56.2K	Hold	1,012	–	–	﹤0.01%	652
2025 Q2	$64.4K	Hold	1,012	–	–	﹤0.01%	618
2025 Q1	$50.7K	Hold	1,012	–	–	﹤0.01%	646
2024 Q4	$40.6K	Hold	1,012	–	–	﹤0.01%	694
2024 Q3	$41.9K	Hold	1,012	–	–	﹤0.01%	689
2024 Q2	$47.9K	Hold	1,012	–	–	﹤0.01%	665
2024 Q1	$63K	Hold	1,012	–	–	﹤0.01%	625
2023 Q4	$58.6K	Sell	1,012 -629	-38%	-$27.6K	﹤0.01%	672
2023 Q3	$62.6K	Hold	1,641	–	–	﹤0.01%	622
2023 Q2	$70.3K	Hold	1,641	–	–	﹤0.01%	601
2023 Q1	$65.4K	Hold	1,641	–	–	﹤0.01%	526
2022 Q4	$50.3K	Hold	1,641	–	–	﹤0.01%	579
2022 Q3	$38.6K	Hold	1,641	–	–	﹤0.01%	604
2022 Q2	$44.6K	Hold	1,641	–	–	﹤0.01%	587
2022 Q1	$52K	Buy	+1,641	New	+$56.7K	﹤0.01%	579