Beacon Financial Advisory’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $379K | Hold |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $436K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $369K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $272K | Buy |
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