Creative Planning’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 | $1.21M | Buy |
|
|||||
|
2025
Q2 | $1.3M | Buy |
|
|||||
|
2025
Q1 | $859K | Buy |
|
|||||
|
2024
Q4 | $642K | Buy |
|
|||||
|
2024
Q3 | $549K | Buy |
|
|||||
|
2024
Q2 | $576K | Buy |
|
|||||
|
2024
Q1 | $742K | Sell |
|
|||||
|
2023
Q4 | $699K | Sell |
|
|||||
|
2023
Q3 | $723K | Buy |
|
|||||
|
2023
Q2 | $808K | Buy |
|
|||||
|
2023
Q1 | $712K | Buy |
|
|||||
|
2022
Q4 | $546K | Sell |
|
|||||
|
2022
Q3 | $421K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $225K | Buy |
|
|||||
|
2018
Q2 | $218K | Sell |
|
|||||
|
2018
Q1 | $237K | Sell |
|
|||||
|
2017
Q4 | $246K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $79K | Sell |
|
|||||
|
2017
Q1 | $77K | Buy |
|
|||||
|
2016
Q4 | $72K | Hold |
|
|||||
|
2016
Q3 | $73K | Buy |
|
|||||
|
2016
Q2 | $15K | Buy |
|
|||||
|
2016
Q1 | $11K | Sell |
|
|||||
|
2015
Q4 | $111K | Buy |
|
|||||
|
2015
Q3 | $17K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $10K | Sell |
|
|||||
|
2014
Q4 | $18K | Buy |
|
|||||
|
2014
Q3 | $12K | Buy |
|
|||||
|
2014
Q2 | $13K | Sell |
|
|||||
|
2014
Q1 | $14K | Hold |
|
|||||
|
2013
Q4 | $15K | Hold |
|
|||||
|
2013
Q3 | $13K | Sell |
|
|||||
|
2013
Q2 | $28K | Buy |
|