JFS 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 Q2	$2.8K	Buy	52 +9	+21%	+$501	﹤0.01%	1495
2026 Q1	$2.24K	Sell	43 -7	-14%	-$375	﹤0.01%	1472
2025 Q4	$2.58K	Buy	50 +10	+25%	+$552	﹤0.01%	1466
2025 Q3	$2.22K	Hold	40	–	–	﹤0.01%	1413
2025 Q2	$2.55K	Sell	40 -1	-2%	-$55	﹤0.01%	1329
2025 Q1	$2.05K	Sell	41 -1	-2%	-$42	﹤0.01%	1457
2024 Q4	$1.69K	Hold	42	–	–	﹤0.01%	1540
2024 Q3	$1.74K	Buy	42 +1	+2%	+$46	﹤0.01%	1550
2024 Q2	$1.94K	Hold	41	–	–	﹤0.01%	1445
2024 Q1	$2.55K	Hold	41	–	–	﹤0.01%	1354
2023 Q4	$2.36K	Sell	41 -26	-39%	-$1.14K	﹤0.01%	1354
2023 Q3	$2.54K	Hold	67	–	–	﹤0.01%	1272
2023 Q2	$2.85K	Hold	67	–	–	﹤0.01%	1247
2023 Q1	$2.65K	Sell	67 -1	-1%	-$35	﹤0.01%	1258
2022 Q4	$2.09K	Buy	68 +8	+13%	+$248	﹤0.01%	1351
2022 Q3	$1K	Sell	60 -18	-23%	-$551	﹤0.01%	1678
2022 Q2	$2K	Sell	78 -76	-49%	-$2.2K	﹤0.01%	1414
2022 Q1	$5K	Buy	154 +27	+21%	+$933	﹤0.01%	1089
2021 Q4	$4K	Buy	127 +20	+19%	+$658	﹤0.01%	893
2021 Q3	$3K	Hold	107	–	–	﹤0.01%	758
2021 Q2	$4K	Buy	+107	New	+$4.33K	﹤0.01%	518

Other funds holding WOR