Boston Research & 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 | $222K | Buy |
+3,500
| New | +$222K | 0.05% | 110 |
|
|
2024
Q2 | – | Sell |
-3,500
| Closed | -$217K | – | 116 |
|
|
2024
Q1 | $217K | Hold |
3,500
| – | – | 0.05% | 112 |
|
|
2023
Q4 | $201K | Sell |
3,500
-2,177
| -38% | -$125K | 0.05% | 113 |
|
|
2023
Q3 | $216K | Hold |
5,677
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $243K | Hold |
5,677
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $226K | Buy |
+5,677
| New | +$226K | 0.07% | 105 |
|
|
2021
Q3 | – | Sell |
-5,677
| Closed | -$214K | – | 110 |
|
|
2021
Q2 | $214K | Hold |
5,677
| – | – | 0.06% | 105 |
|
|
2021
Q1 | $234K | Buy |
+5,677
| New | +$234K | 0.08% | 103 |
|