Summit Financial Strategies’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 | $855K | Hold |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $738K | Buy |
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|
2024
Q1 | $966K | Sell |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $310K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $311K | Hold |
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|
2018
Q4 | $290K | Hold |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $409K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $211K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $201K | Sell |
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|
2015
Q2 | $430K | Buy |
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|
2015
Q1 | $202K | Hold |
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|
2014
Q4 | $228K | Buy |
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