Creative Planning’s Worthington Steel WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Buy
2025
Q2
$442K Buy
2025
Q1
$371K Buy
2024
Q4
$374K Buy
2024
Q3
$388K Buy
2024
Q2
$378K Sell
2024
Q1
$421K Sell
2023
Q4
$341K Buy