LPL Financial’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
Q1 | $552K | Buy |
10,585
+316
| +3% | +$16.9K | ﹤0.01% | 4675 |
|
|
2025
Q4 | $530K | Sell |
10,269
-389
| -4% | -$21.5K | ﹤0.01% | 4653 |
|
|
2025
Q3 | $591K | Buy |
10,658
+193
| +2% | +$12.2K | ﹤0.01% | 4486 |
|
|
2025
Q2 | $666K | Buy |
10,465
+1,907
| +22% | +$106K | ﹤0.01% | 4126 |
|
|
2025
Q1 | $429K | Buy |
8,558
+1,162
| +16% | +$49K | ﹤0.01% | 4308 |
|
|
2024
Q4 | $297K | Buy |
7,396
+624
| +9% | +$25.3K | ﹤0.01% | 4536 |
|
|
2024
Q3 | $281K | Sell |
6,772
-6,732
| -50% | -$306K | ﹤0.01% | 4490 |
|
|
2024
Q2 | $639K | Sell |
13,504
-687
| -5% | -$38.8K | ﹤0.01% | 3651 |
|
|
2024
Q1 | $883K | Sell |
14,191
-124
| -0.9% | -$7.38K | ﹤0.01% | 3301 |
|
|
2023
Q4 | $824K | Sell |
14,315
-4,714
| -25% | -$207K | ﹤0.01% | 3220 |
|
|
2023
Q3 | $725K | Buy |
19,029
+2,496
| +15% | +$110K | ﹤0.01% | 3186 |
|
|
2023
Q2 | $708K | Buy |
16,533
+858
| +5% | +$31.8K | ﹤0.01% | 3149 |
|
|
2023
Q1 | $625K | Sell |
15,675
-3,710
| -19% | -$131K | ﹤0.01% | 3145 |
|
|
2022
Q4 | $594K | Buy |
19,385
+182
| +0.9% | +$5.63K | ﹤0.01% | 3091 |
|
|
2022
Q3 | $452K | Sell |
19,203
-1,312
| -6% | -$40.1K | ﹤0.01% | 3244 |
|
|
2022
Q2 | $558K | Sell |
20,515
-886
| -4% | -$25.7K | ﹤0.01% | 3114 |
|
|
2022
Q1 | $678K | Buy |
21,401
+334
| +2% | +$11.5K | ﹤0.01% | 2943 |
|
|
2021
Q4 | $710K | Buy |
21,067
+12,290
| +140% | +$405K | ﹤0.01% | 2970 |
|
|
2021
Q3 | $285K | Buy |
8,777
+2
| +0% | +$72 | ﹤0.01% | 3703 |
|
|
2021
Q2 | $331K | Sell |
8,775
-659
| -7% | -$26.7K | ﹤0.01% | 3515 |
|
|
2021
Q1 | $390K | Buy |
+9,434
| New | +$360K | ﹤0.01% | 3246 |
|
|
2019
Q4 | – | Sell |
-11,414
| Closed | -$254K | – | 3428 |
|
|
2019
Q3 | $254K | Sell |
11,414
-321
| -3% | -$7.44K | ﹤0.01% | 2818 |
|
|
2019
Q2 | $291K | Sell |
11,735
-902
| -7% | -$21.2K | ﹤0.01% | 2720 |
|
|
2019
Q1 | $291K | Buy |
+12,637
| New | +$289K | ﹤0.01% | 2658 |
|
|
2017
Q1 | – | Sell |
-27,108
| Closed | -$787K | – | 2817 |
|
|
2016
Q4 | $787K | Buy |
27,108
+19,788
| +270% | +$637K | 0.01% | 1377 |
|
|
2016
Q3 | $213K | Buy |
+7,320
| New | +$196K | ﹤0.01% | 2371 |
|
|
2016
Q2 | – | Sell |
-11,682
| Closed | -$259K | – | 3002 |
|
|
2016
Q1 | $259K | Buy |
+11,682
| New | +$223K | ﹤0.01% | 2631 |
|
|
2014
Q1 | – | Sell |
-13,592
| Closed | -$353K | – | 2728 |
|
|
2013
Q4 | $353K | Sell |
13,592
-482
| -3% | -$12K | ﹤0.01% | 1991 |
|
|
2013
Q3 | $338K | Sell |
14,074
-1,886
| -12% | -$40.4K | ﹤0.01% | 1922 |
|
|
2013
Q2 | $312K | Buy |
+15,960
| New | +$323K | ﹤0.01% | 1882 |
|
Other funds holding WOR
VPM
VCM
NAMI
