JFS Wealth 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 | $2.55K | Sell |
40
-1
| -2% | -$64 | ﹤0.01% | 1329 |
|
|
2025
Q1 | $2.05K | Sell |
41
-1
| -2% | -$50 | ﹤0.01% | 1457 |
|
|
2024
Q4 | $1.69K | Hold |
42
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q3 | $1.74K | Buy |
42
+1
| +2% | +$41 | ﹤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% | -$1.5K | ﹤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% | -$40 | ﹤0.01% | 1258 |
|
|
2022
Q4 | $2.09K | Buy |
68
+8
| +13% | +$246 | ﹤0.01% | 1351 |
|
|
2022
Q3 | $1K | Sell |
60
-18
| -23% | -$300 | ﹤0.01% | 1678 |
|
|
2022
Q2 | $2K | Sell |
78
-76
| -49% | -$1.95K | ﹤0.01% | 1414 |
|
|
2022
Q1 | $5K | Buy |
154
+27
| +21% | +$877 | ﹤0.01% | 1089 |
|
|
2021
Q4 | $4K | Buy |
127
+20
| +19% | +$630 | ﹤0.01% | 893 |
|
|
2021
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 758 |
|
|
2021
Q2 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 518 |
|