Clean Yield Group’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.5K | Hold |
950
| – | – | 0.01% | 226 |
|
|
2025
Q4 | $49K | Hold |
950
| – | – | 0.01% | 235 |
|
|
2025
Q3 | $52.7K | Hold |
950
| – | – | 0.01% | 226 |
|
|
2025
Q2 | $60.5K | Hold |
950
| – | – | 0.02% | 209 |
|
|
2025
Q1 | $47.6K | Hold |
950
| – | – | 0.02% | 230 |
|
|
2024
Q4 | $38.1K | Sell |
950
-250
| -21% | -$10.1K | 0.01% | 252 |
|
|
2024
Q3 | $49.7K | Hold |
1,200
| – | – | 0.02% | 229 |
|
|
2024
Q2 | $56.8K | Hold |
1,200
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $74.7K | Hold |
1,200
| – | – | 0.03% | 198 |
|
|
2023
Q4 | $69.1K | Sell |
1,200
-746
| -38% | -$32.8K | 0.03% | 203 |
|
|
2023
Q3 | $73.5K | Hold |
1,946
| – | – | 0.03% | 195 |
|
|
2023
Q2 | $83.4K | Sell |
1,946
-244
| -11% | -$9.04K | 0.03% | 193 |
|
|
2023
Q1 | $87.3K | Hold |
2,190
| – | – | 0.04% | 190 |
|
|
2022
Q4 | $67.1K | Sell |
2,190
-2,108
| -49% | -$65.3K | 0.03% | 208 |
|
|
2022
Q3 | $101K | Hold |
4,298
| – | – | 0.05% | 175 |
|
|
2022
Q2 | $117K | Hold |
4,298
| – | – | 0.05% | 173 |
|
|
2022
Q1 | $136K | Hold |
4,298
| – | – | 0.05% | 179 |
|
|
2021
Q4 | $145K | Hold |
4,298
| – | – | 0.05% | 182 |
|
|
2021
Q3 | $140K | Hold |
4,298
| – | – | 0.05% | 181 |
|
|
2021
Q2 | $162K | Buy |
+4,298
| New | +$174K | 0.06% | 161 |
|
|
2021
Q1 | – | Sell |
-4,298
| Closed | -$136K | – | 388 |
|
|
2020
Q4 | $136K | Hold |
4,298
| – | – | 0.06% | 169 |
|
|
2020
Q3 | $108K | Hold |
4,298
| – | – | 0.05% | 163 |
|
|
2020
Q2 | $99K | Hold |
4,298
| – | – | 0.05% | 163 |
|
|
2020
Q1 | $70K | Hold |
4,298
| – | – | 0.04% | 173 |
|
|
2019
Q4 | $112K | Hold |
4,298
| – | – | 0.04% | 178 |
|
|
2019
Q3 | $96K | Sell |
4,298
-163
| -4% | -$3.78K | 0.04% | 178 |
|
|
2019
Q2 | $111K | Sell |
4,461
-486
| -10% | -$11.4K | 0.05% | 164 |
|
|
2019
Q1 | $114K | Sell |
4,947
-1,663
| -25% | -$38.1K | 0.05% | 153 |
|
|
2018
Q4 | $142K | Buy |
+6,610
| New | +$164K | 0.06% | 140 |
|
|
2018
Q1 | – | Sell |
-7,972
| Closed | -$217K | – | 138 |
|
|
2017
Q4 | $217K | Hold |
7,972
| – | – | 0.09% | 128 |
|
|
2017
Q3 | $226K | Hold |
7,972
| – | – | 0.09% | 126 |
|
|
2017
Q2 | $257K | Hold |
7,972
| – | – | 0.11% | 123 |
|
|
2017
Q1 | $222K | Sell |
7,972
-1,922
| -19% | -$57.8K | 0.09% | 126 |
|
|
2016
Q4 | $289K | Sell |
9,894
-2,920
| -23% | -$94K | 0.13% | 112 |
|
|
2016
Q3 | $379K | Sell |
12,814
-486
| -4% | -$13K | 0.16% | 98 |
|
|
2016
Q2 | $347K | Hold |
13,300
| – | – | 0.15% | 99 |
|
|
2016
Q1 | $303K | Sell |
13,300
-974
| -7% | -$18.6K | 0.13% | 104 |
|
|
2015
Q4 | $247K | Hold |
14,274
| – | – | 0.12% | 113 |
|
|
2015
Q3 | $275K | Sell |
14,274
-811
| -5% | -$13.2K | 0.13% | 110 |
|
|
2015
Q2 | $280K | Hold |
15,085
| – | – | 0.13% | 109 |
|
|
2015
Q1 | $247K | Sell |
15,085
-486
| -3% | -$8.35K | 0.11% | 110 |
|
|
2014
Q4 | $289K | Hold |
15,571
| – | – | 0.13% | 105 |
|
|
2014
Q3 | $357K | Hold |
15,571
| – | – | 0.17% | 97 |
|
|
2014
Q2 | $413K | Sell |
15,571
-649
| -4% | -$15.7K | 0.2% | 96 |
|
|
2014
Q1 | $382K | Hold |
16,220
| – | – | 0.2% | 96 |
|
|
2013
Q4 | $421K | Hold |
16,220
| – | – | 0.23% | 93 |
|
|
2013
Q3 | $344K | Hold |
16,220
| – | – | 0.19% | 94 |
|
|
2013
Q2 | $317K | Buy |
+16,220
| New | +$328K | 0.18% | 91 |
|
Other funds holding WOR
VPM
VCM
NAMI