EP Wealth Advisors’s Worthington Steel WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,216
| Closed | -$230K | – | 1373 |
|
|
2024
Q4 | $230K | Sell |
7,216
-6,989
| -49% | -$222K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $483K | Sell |
14,205
-89
| -0.6% | -$3.03K | ﹤0.01% | 705 |
|
|
2024
Q2 | $477K | Sell |
14,294
-1,228
| -8% | -$41K | 0.01% | 547 |
|
|
2024
Q1 | $556K | Hold |
15,522
| – | – | 0.01% | 492 |
|
|
2023
Q4 | $436K | Buy |
+15,522
| New | +$436K | 0.01% | 516 |
|