Waller Financial Planning Group’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 | $204K | Buy |
+3,211
| New | +$204K | 0.05% | 71 |
|
|
2024
Q1 | – | Sell |
-4,650
| Closed | -$268K | – | 65 |
|
|
2023
Q4 | $268K | Sell |
4,650
-2,887
| -38% | -$166K | 0.07% | 53 |
|
|
2023
Q3 | $287K | Hold |
7,537
| – | – | 0.08% | 48 |
|
|
2023
Q2 | $323K | Hold |
7,537
| – | – | 0.09% | 48 |
|
|
2023
Q1 | $300K | Buy |
7,537
+1
| +0% | +$40 | 0.09% | 48 |
|
|
2022
Q4 | $231K | Buy |
+7,536
| New | +$231K | 0.07% | 50 |
|
|
2022
Q2 | – | Sell |
-7,213
| Closed | -$229K | – | 56 |
|
|
2022
Q1 | $229K | Hold |
7,213
| – | – | 0.06% | 47 |
|
|
2021
Q4 | $243K | Hold |
7,213
| – | – | 0.06% | 47 |
|
|
2021
Q3 | $234K | Sell |
7,213
-941
| -12% | -$30.5K | 0.06% | 47 |
|
|
2021
Q2 | $308K | Buy |
8,154
+3,282
| +67% | +$124K | 0.08% | 43 |
|
|
2021
Q1 | $202K | Buy |
+4,872
| New | +$202K | 0.06% | 46 |
|