PDS Planning’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
Q2 | $869K | Buy |
|
|||||
|
2025
Q1 | $652K | Buy |
|
|||||
|
2024
Q4 | $473K | Buy |
|
|||||
|
2024
Q3 | $474K | Sell |
|
|||||
|
2024
Q2 | $600K | Buy |
|
|||||
|
2024
Q1 | $788K | Sell |
|
|||||
|
2023
Q4 | $729K | Sell |
|
|||||
|
2023
Q3 | $781K | Sell |
|
|||||
|
2023
Q2 | $912K | Buy |
|
|||||
|
2023
Q1 | $848K | Buy |
|
|||||
|
2022
Q4 | $651K | Buy |
|
|||||
|
2022
Q3 | $499K | Buy |
|
|||||
|
2022
Q2 | $521K | Buy |
|
|||||
|
2022
Q1 | $607K | Buy |
|
|||||
|
2021
Q4 | $644K | Sell |
|
|||||
|
2021
Q3 | $681K | Buy |
|
|||||
|
2021
Q2 | $790K | Sell |
|
|||||
|
2021
Q1 | $872K | Buy |
|
|||||
|
2020
Q4 | $663K | Sell |
|
|||||
|
2020
Q3 | $565K | Sell |
|
|||||
|
2020
Q2 | $524K | Buy |
|
|||||
|
2020
Q1 | $357K | Buy |
|
|||||
|
2019
Q4 | $301K | Sell |
|
|||||
|
2019
Q3 | $263K | Buy |
|
|||||
|
2019
Q2 | $170K | Buy |
|
|||||
|
2019
Q1 | $157K | Buy |
|
|||||
|
2018
Q4 | $144K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $182K | Buy |
|
|||||
|
2018
Q1 | $185K | Buy |
|