Caldwell Trust’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 | $97.3K | Hold |
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|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $87.9K | Buy |
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|
2024
Q4 | $60.2K | Hold |
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|
2024
Q3 | $62.2K | Hold |
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|
2024
Q2 | $71K | Hold |
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|
2024
Q1 | $93.3K | Hold |
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|
2023
Q4 | $86.3K | Sell |
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|
2023
Q3 | $92.7K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $97K | Hold |
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|
2022
Q4 | $74.6K | Hold |
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|
2022
Q3 | $57.2K | Hold |
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|
2022
Q2 | $66.2K | Hold |
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|
2022
Q1 | $77.1K | Hold |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $79K | Hold |
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|
2021
Q2 | $91.8K | Hold |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $103K | Hold |
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|
2020
Q3 | $81.6K | Hold |
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|
2020
Q2 | $74.6K | Hold |
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|
2020
Q1 | $52.5K | Hold |
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|
2019
Q4 | $84.4K | Buy |
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