Belpointe Asset 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 | $272K | Buy |
4,272
+64
| +2% | +$4.07K | 0.01% | 784 |
|
|
2025
Q1 | $211K | Buy |
+4,208
| New | +$211K | 0.01% | 847 |
|
|
2024
Q3 | – | Sell |
-4,317
| Closed | -$204K | – | 988 |
|
|
2024
Q2 | $204K | Buy |
+4,317
| New | +$204K | 0.01% | 723 |
|
|
2023
Q2 | – | Sell |
-6,846
| Closed | -$273K | – | 3382 |
|
|
2023
Q1 | $273K | Buy |
6,846
+356
| +5% | +$14.2K | 0.01% | 797 |
|
|
2022
Q4 | $199K | Hold |
6,490
| – | – | 0.01% | 900 |
|
|
2022
Q3 | $153K | Hold |
6,490
| – | – | 0.01% | 957 |
|
|
2022
Q2 | $176K | Hold |
6,490
| – | – | 0.01% | 879 |
|
|
2022
Q1 | $206K | Hold |
6,490
| – | – | 0.01% | 897 |
|
|
2021
Q4 | $219K | Hold |
6,490
| – | – | 0.01% | 852 |
|
|
2021
Q3 | $211K | Sell |
6,490
-73
| -1% | -$2.37K | 0.01% | 832 |
|
|
2021
Q2 | $248K | Hold |
6,563
| – | – | 0.02% | 746 |
|
|
2021
Q1 | $271K | Sell |
6,563
-1,662
| -20% | -$68.6K | 0.02% | 627 |
|
|
2020
Q4 | $260K | Buy |
8,225
+23
| +0.3% | +$727 | 0.02% | 618 |
|
|
2020
Q3 | $206K | Buy |
+8,202
| New | +$206K | 0.02% | 536 |
|