Zhang Financial’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 | – | Sell |
-5,000
| Closed | -$250K | – | 317 |
|
|
2025
Q1 | $250K | Hold |
5,000
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $201K | Hold |
5,000
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $207K | Hold |
5,000
| – | – | 0.01% | 269 |
|
|
2024
Q2 | $237K | Hold |
5,000
| – | – | 0.02% | 243 |
|
|
2024
Q1 | $311K | Hold |
5,000
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $288K | Sell |
5,000
-3,110
| -38% | -$179K | 0.02% | 218 |
|
|
2023
Q3 | $309K | Hold |
8,110
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $347K | Hold |
8,110
| – | – | 0.04% | 189 |
|
|
2023
Q1 | $323K | Hold |
8,110
| – | – | 0.04% | 185 |
|
|
2022
Q4 | $249K | Buy |
+8,110
| New | +$249K | 0.03% | 200 |
|
|
2022
Q3 | – | Sell |
-8,110
| Closed | -$221K | – | 229 |
|
|
2022
Q2 | $221K | Sell |
8,110
-8,110
| -50% | -$221K | 0.04% | 196 |
|
|
2022
Q1 | $530K | Buy |
16,220
+8,110
| +100% | +$265K | 0.09% | 129 |
|
|
2021
Q4 | $273K | Buy |
+8,110
| New | +$273K | 0.05% | 172 |
|