Burney Company’s Worthington Steel WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,860
| Closed | -$250K | – | 609 |
|
|
2024
Q4 | $250K | Sell |
7,860
-1,783
| -18% | -$56.7K | 0.01% | 541 |
|
|
2024
Q3 | $328K | Sell |
9,643
-1,522
| -14% | -$51.8K | 0.01% | 506 |
|
|
2024
Q2 | $372K | Sell |
11,165
-2,585
| -19% | -$86.2K | 0.01% | 472 |
|
|
2024
Q1 | $493K | Sell |
13,750
-41,076
| -75% | -$1.47M | 0.02% | 438 |
|
|
2023
Q4 | $1.54M | Buy |
+54,826
| New | +$1.54M | 0.06% | 272 |
|