Key Financial Inc’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 | $63.8K | Hold |
1,002
| – | – | 0.01% | 448 |
|
2025
Q1 | $50.2K | Hold |
1,002
| – | – | 0.01% | 482 |
|
2024
Q4 | $40.2K | Hold |
1,002
| – | – | 0.01% | 514 |
|
2024
Q3 | $41.5K | Hold |
1,002
| – | – | 0.01% | 508 |
|
2024
Q2 | $47.4K | Hold |
1,002
| – | – | 0.01% | 480 |
|
2024
Q1 | $62.4K | Hold |
1,002
| – | – | 0.02% | 400 |
|
2023
Q4 | $57.7K | Sell |
1,002
-623
| -38% | -$35.9K | 0.02% | 403 |
|
2023
Q3 | $61.9K | Hold |
1,625
| – | – | 0.02% | 368 |
|
2023
Q2 | $69.6K | Hold |
1,625
| – | – | 0.02% | 359 |
|
2023
Q1 | $64.8K | Hold |
1,625
| – | – | 0.02% | 353 |
|
2022
Q4 | $38.2K | Hold |
1,625
| – | – | 0.02% | 400 |
|
2022
Q3 | $38K | Hold |
1,625
| – | – | 0.02% | 405 |
|
2022
Q2 | $44K | Hold |
1,625
| – | – | 0.02% | 386 |
|
2022
Q1 | $52K | Hold |
1,625
| – | – | 0.03% | 360 |
|
2021
Q4 | $55K | Hold |
1,625
| – | – | 0.03% | 342 |
|
2021
Q3 | $53K | Hold |
1,625
| – | – | 0.03% | 340 |
|
2021
Q2 | $64K | Buy |
+1,625
| New | +$64K | 0.04% | 312 |
|