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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Sell |
21,383
-4,700
| -18% | -$252K | ﹤0.01% | 2365 |
|
|
2025
Q4 | $1.35M | Buy |
26,083
+4,274
| +20% | +$236K | ﹤0.01% | 2049 |
|
|
2025
Q3 | $1.21M | Buy |
21,809
+1,346
| +7% | +$84.8K | ﹤0.01% | 1939 |
|
|
2025
Q2 | $1.3M | Buy |
20,463
+3,322
| +19% | +$184K | ﹤0.01% | 1642 |
|
|
2025
Q1 | $859K | Buy |
17,141
+1,129
| +7% | +$47.6K | ﹤0.01% | 1835 |
|
|
2024
Q4 | $642K | Buy |
16,012
+2,778
| +21% | +$112K | ﹤0.01% | 2000 |
|
|
2024
Q3 | $549K | Buy |
13,234
+1,074
| +9% | +$48.9K | ﹤0.01% | 2017 |
|
|
2024
Q2 | $576K | Buy |
12,160
+244
| +2% | +$13.8K | ﹤0.01% | 1833 |
|
|
2024
Q1 | $742K | Sell |
11,916
-222
| -2% | -$13.2K | ﹤0.01% | 1555 |
|
|
2023
Q4 | $699K | Sell |
12,138
-6,830
| -36% | -$300K | ﹤0.01% | 1470 |
|
|
2023
Q3 | $723K | Buy |
18,968
+104
| +0.6% | +$4.57K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $808K | Buy |
18,864
+1,003
| +6% | +$37.2K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $712K | Buy |
17,861
+56
| +0.3% | +$1.98K | ﹤0.01% | 1269 |
|
|
2022
Q4 | $546K | Sell |
17,805
-108
| -0.6% | -$3.34K | ﹤0.01% | 1380 |
|
|
2022
Q3 | $421K | Buy |
+17,913
| New | +$548K | ﹤0.01% | 1437 |
|
|
2018
Q4 | – | Sell |
-8,408
| Closed | -$225K | – | 2124 |
|
|
2018
Q3 | $225K | Buy |
8,408
+1
| +0% | +$28 | ﹤0.01% | 1597 |
|
|
2018
Q2 | $218K | Sell |
8,407
-548
| -6% | -$15.5K | ﹤0.01% | 1588 |
|
|
2018
Q1 | $237K | Sell |
8,955
-86
| -1% | -$2.41K | ﹤0.01% | 1495 |
|
|
2017
Q4 | $246K | Buy |
+9,041
| New | +$241K | ﹤0.01% | 1472 |
|
|
2017
Q3 | – | Sell |
-2,542
| Closed | -$79K | – | 3723 |
|
|
2017
Q2 | $79K | Sell |
2,542
-222
| -8% | -$5.96K | ﹤0.01% | 2160 |
|
|
2017
Q1 | $77K | Buy |
2,764
+308
| +13% | +$9.27K | ﹤0.01% | 2137 |
|
|
2016
Q4 | $72K | Hold |
2,456
| – | – | ﹤0.01% | 2097 |
|
|
2016
Q3 | $73K | Buy |
2,456
+1,888
| +332% | +$50.4K | ﹤0.01% | 2075 |
|
|
2016
Q2 | $15K | Buy |
568
+81
| +17% | +$1.87K | ﹤0.01% | 2986 |
|
|
2016
Q1 | $11K | Sell |
487
-5,462
| -92% | -$104K | ﹤0.01% | 3187 |
|
|
2015
Q4 | $111K | Buy |
5,949
+4,932
| +485% | +$91.2K | ﹤0.01% | 1570 |
|
|
2015
Q3 | $17K | Buy |
+1,017
| New | +$16.6K | ﹤0.01% | 2864 |
|
|
2015
Q2 | – | Sell |
-607
| Closed | -$10K | – | 3033 |
|
|
2015
Q1 | $10K | Sell |
607
-386
| -39% | -$6.63K | ﹤0.01% | 3203 |
|
|
2014
Q4 | $18K | Buy |
993
+474
| +91% | +$10.5K | ﹤0.01% | 2740 |
|
|
2014
Q3 | $12K | Buy |
519
+32
| +7% | +$796 | ﹤0.01% | 2854 |
|
|
2014
Q2 | $13K | Sell |
487
-110
| -18% | -$2.66K | ﹤0.01% | 2749 |
|
|
2014
Q1 | $14K | Hold |
597
| – | – | ﹤0.01% | 2595 |
|
|
2013
Q4 | $15K | Hold |
597
| – | – | ﹤0.01% | 2364 |
|
|
2013
Q3 | $13K | Sell |
597
-811
| -58% | -$17.4K | ﹤0.01% | 2327 |
|
|
2013
Q2 | $28K | Buy |
+1,408
| New | +$28.5K | ﹤0.01% | 1726 |
|
Other funds holding WOR
VPM
VCM
NAMI
