Carson Wealth (CWM LLC)’s Worthington Enterprises WOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Buy |
813
+204
| +33% | +$13K | ﹤0.01% | 3256 |
|
|
2025
Q1 | $31K | Buy |
609
+75
| +14% | +$3.82K | ﹤0.01% | 3370 |
|
|
2024
Q4 | $21K | Buy |
534
+236
| +79% | +$9.28K | ﹤0.01% | 3414 |
|
|
2024
Q3 | $12K | Buy |
298
+31
| +12% | +$1.25K | ﹤0.01% | 3707 |
|
|
2024
Q2 | $13K | Buy |
267
+215
| +413% | +$10.5K | ﹤0.01% | 3406 |
|
|
2024
Q1 | $3K | Sell |
52
-10
| -16% | -$577 | ﹤0.01% | 3903 |
|
|
2023
Q4 | $4K | Sell |
62
-113
| -65% | -$7.29K | ﹤0.01% | 3644 |
|
|
2023
Q3 | $7K | Sell |
175
-3
| -2% | -$120 | ﹤0.01% | 3330 |
|
|
2023
Q2 | $8K | Hold |
178
| – | – | ﹤0.01% | 3237 |
|
|
2023
Q1 | $7K | Hold |
178
| – | – | ﹤0.01% | 3168 |
|
|
2022
Q4 | $5K | Sell |
178
-2
| -1% | -$56 | ﹤0.01% | 3232 |
|
|
2022
Q3 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 3229 |
|
|
2022
Q2 | – | Sell |
-29
| Closed | -$1K | – | 4096 |
|
|
2022
Q1 | $1K | Buy |
29
+11
| +61% | +$379 | ﹤0.01% | 3420 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 3382 |
|
|
2018
Q1 | – | Sell |
-308
| Closed | -$8K | – | 1552 |
|
|
2017
Q4 | $8K | Hold |
308
| – | – | ﹤0.01% | 951 |
|
|
2017
Q3 | $9K | Hold |
308
| – | – | ﹤0.01% | 923 |
|
|
2017
Q2 | $10K | Hold |
308
| – | – | ﹤0.01% | 780 |
|
|
2017
Q1 | $9K | Hold |
308
| – | – | ﹤0.01% | 780 |
|
|
2016
Q4 | $9K | Hold |
308
| – | – | ﹤0.01% | 755 |
|
|
2016
Q3 | $9K | Buy |
+308
| New | +$9K | ﹤0.01% | 724 |
|