Creative Planning’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 | $1.3M | Buy |
20,463
+3,322
| +19% | +$211K | ﹤0.01% | 1637 |
|
|
2025
Q1 | $859K | Buy |
17,141
+1,129
| +7% | +$56.6K | ﹤0.01% | 1830 |
|
|
2024
Q4 | $642K | Buy |
16,012
+2,778
| +21% | +$111K | ﹤0.01% | 1994 |
|
|
2024
Q3 | $549K | Buy |
13,234
+1,074
| +9% | +$44.5K | ﹤0.01% | 2017 |
|
|
2024
Q2 | $576K | Buy |
12,160
+244
| +2% | +$11.5K | ﹤0.01% | 1828 |
|
|
2024
Q1 | $742K | Sell |
11,916
-222
| -2% | -$13.8K | ﹤0.01% | 1550 |
|
|
2023
Q4 | $699K | Sell |
12,138
-6,830
| -36% | -$393K | ﹤0.01% | 1466 |
|
|
2023
Q3 | $723K | Buy |
18,968
+104
| +0.6% | +$3.96K | ﹤0.01% | 1322 |
|
|
2023
Q2 | $808K | Buy |
18,864
+1,003
| +6% | +$43K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $712K | Buy |
17,861
+56
| +0.3% | +$2.23K | ﹤0.01% | 1264 |
|
|
2022
Q4 | $546K | Sell |
17,805
-108
| -0.6% | -$3.31K | ﹤0.01% | 1375 |
|
|
2022
Q3 | $421K | Buy |
+17,913
| New | +$421K | ﹤0.01% | 1428 |
|
|
2018
Q4 | – | Sell |
-8,408
| Closed | -$225K | – | 1938 |
|
|
2018
Q3 | $225K | Buy |
8,408
+1
| +0% | +$27 | ﹤0.01% | 1585 |
|
|
2018
Q2 | $218K | Sell |
8,407
-548
| -6% | -$14.2K | ﹤0.01% | 1573 |
|
|
2018
Q1 | $237K | Sell |
8,955
-86
| -1% | -$2.28K | ﹤0.01% | 1483 |
|
|
2017
Q4 | $246K | Buy |
+9,041
| New | +$246K | ﹤0.01% | 1462 |
|
|
2017
Q3 | – | Sell |
-2,542
| Closed | -$79K | – | 3613 |
|
|
2017
Q2 | $79K | Sell |
2,542
-222
| -8% | -$6.9K | ﹤0.01% | 2146 |
|
|
2017
Q1 | $77K | Buy |
2,764
+308
| +13% | +$8.58K | ﹤0.01% | 2121 |
|
|
2016
Q4 | $72K | Hold |
2,456
| – | – | ﹤0.01% | 2082 |
|
|
2016
Q3 | $73K | Buy |
2,456
+1,888
| +332% | +$56.1K | ﹤0.01% | 2059 |
|
|
2016
Q2 | $15K | Buy |
568
+81
| +17% | +$2.14K | ﹤0.01% | 2951 |
|
|
2016
Q1 | $11K | Sell |
487
-5,462
| -92% | -$123K | ﹤0.01% | 3156 |
|
|
2015
Q4 | $111K | Buy |
5,949
+4,932
| +485% | +$92K | ﹤0.01% | 1557 |
|
|
2015
Q3 | $17K | Buy |
+1,017
| New | +$17K | ﹤0.01% | 2842 |
|
|
2015
Q2 | – | Sell |
-607
| Closed | -$10K | – | 2891 |
|
|
2015
Q1 | $10K | Sell |
607
-386
| -39% | -$6.36K | ﹤0.01% | 3153 |
|
|
2014
Q4 | $18K | Buy |
993
+474
| +91% | +$8.59K | ﹤0.01% | 2707 |
|
|
2014
Q3 | $12K | Buy |
519
+32
| +7% | +$740 | ﹤0.01% | 2816 |
|
|
2014
Q2 | $13K | Sell |
487
-110
| -18% | -$2.94K | ﹤0.01% | 2702 |
|
|
2014
Q1 | $14K | Hold |
597
| – | – | ﹤0.01% | 2559 |
|
|
2013
Q4 | $15K | Hold |
597
| – | – | ﹤0.01% | 2364 |
|
|
2013
Q3 | $13K | Sell |
597
-811
| -58% | -$17.7K | ﹤0.01% | 2327 |
|
|
2013
Q2 | $28K | Buy |
+1,408
| New | +$28K | ﹤0.01% | 1726 |
|