Cambridge Investment Research Advisors’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 | $412K | Buy |
+6,474
| New | +$412K | ﹤0.01% | 2717 |
|
2024
Q2 | – | Sell |
-3,574
| Closed | -$222K | – | 3443 |
|
2024
Q1 | $222K | Buy |
3,574
+79
| +2% | +$4.91K | ﹤0.01% | 2947 |
|
2023
Q4 | $201K | Sell |
3,495
-2,659
| -43% | -$153K | ﹤0.01% | 2902 |
|
2023
Q3 | $235K | Buy |
6,154
+649
| +12% | +$24.8K | ﹤0.01% | 2689 |
|
2023
Q2 | $236K | Sell |
5,505
-1,950
| -26% | -$83.6K | ﹤0.01% | 2737 |
|
2023
Q1 | $297K | Buy |
7,455
+203
| +3% | +$8.09K | ﹤0.01% | 2501 |
|
2022
Q4 | $222K | Buy |
+7,252
| New | +$222K | ﹤0.01% | 2667 |
|
2021
Q3 | – | Sell |
-5,432
| Closed | -$205K | – | 3219 |
|
2021
Q2 | $205K | Buy |
5,432
+418
| +8% | +$15.8K | ﹤0.01% | 2811 |
|
2021
Q1 | $207K | Buy |
+5,014
| New | +$207K | ﹤0.01% | 2596 |
|