Frazier Financial Advisors’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
13,568
+3,681
| +37% | +$234K | 0.61% | 20 |
|
|
2025
Q1 | $495K | Buy |
9,887
+2,513
| +34% | +$126K | 0.38% | 28 |
|
|
2024
Q4 | $295K | Sell |
7,374
-2,472
| -25% | -$99K | 0.23% | 38 |
|
|
2024
Q3 | $408K | Buy |
9,846
+3,214
| +48% | +$133K | 0.32% | 34 |
|
|
2024
Q2 | $314K | Sell |
6,632
-114
| -2% | -$5.4K | 0.25% | 41 |
|
|
2024
Q1 | $420K | Sell |
6,746
-201
| -3% | -$12.5K | 0.34% | 33 |
|
|
2023
Q4 | $400K | Buy |
+6,947
| New | +$400K | 0.35% | 31 |
|