Global Retirement Partners’s Worthington Enterprises WOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$774	Hold	15	–	–	﹤0.01%	3932
2025 Q3	$832	Hold	15	–	–	﹤0.01%	3563
2025 Q2	$955	Buy	+15	New	+$831	﹤0.01%	3455
2024 Q4	$602	Sell	15 -14	-48%	-$567	﹤0.01%	3371
2024 Q3	$1.2K	Sell	29 -20	-41%	-$910	﹤0.01%	3096
2024 Q2	$2.32K	Buy	49 +20	+69%	+$1.13K	﹤0.01%	2916
2024 Q1	$1.8K	Hold	29	–	–	﹤0.01%	2786
2023 Q4	$1.54K	Sell	29 -29	-50%	-$1.27K	﹤0.01%	2765
2023 Q3	$2.2K	Buy	58 +11	+23%	+$483	﹤0.01%	2505
2023 Q2	$2.02K	Hold	47	–	–	﹤0.01%	2548
2023 Q1	$1.68K	Hold	47	–	–	﹤0.01%	2561
2022 Q4	$1.44K	Hold	47	–	–	﹤0.01%	2476
2022 Q3	$1K	Buy	47 +23	+96%	+$704	﹤0.01%	2618
2022 Q2	$1K	Buy	24 +14	+140%	+$406	﹤0.01%	2602
2022 Q1	$0	Buy	+10	New	+$345	﹤0.01%	2810