EP Wealth Advisors’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	–	Sell	-6,975	Closed	-$360K	–	1606
2025 Q4	$360K	Buy	+6,975	New	+$385K	﹤0.01%	1032
2025 Q2	–	Sell	-22,725	Closed	-$1.14M	–	1479
2025 Q1	$1.14M	Sell	22,725 -41	-0.2%	-$1.73K	0.01%	471
2024 Q4	$913K	Hold	22,766	–	–	0.01%	527
2024 Q3	$944K	Hold	22,766	–	–	0.01%	512
2024 Q2	$1.08M	Hold	22,766	–	–	0.01%	377
2024 Q1	$1.42M	Sell	22,766 -1,445	-6%	-$86K	0.02%	316
2023 Q4	$1.39M	Sell	24,211 -15,059	-38%	-$662K	0.02%	316
2023 Q3	$1.5M	Buy	39,270 +20,187	+106%	+$887K	0.02%	271
2023 Q2	$1.68M	Sell	19,083 -39,601	-67%	-$1.47M	0.02%	268
2023 Q1	$5.33M	Buy	+58,684	New	+$2.08M	0.09%	128