Bartlett & Co Wealth Management’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$36.4K | ﹤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 | +$52K | ﹤0.01% | 579 |
|