Carson Wealth (CWM LLC)’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 5326 |
|
|
2025
Q1 | $0 | Buy |
12
+3
| +33% | – | ﹤0.01% | 5222 |
|
|
2024
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 5195 |
|
|
2024
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 5194 |
|
|
2024
Q2 | $0 | Buy |
9
+4
| +80% | – | ﹤0.01% | 4983 |
|
|
2024
Q1 | $0 | Sell |
5
-3
| -38% | – | ﹤0.01% | 4789 |
|
|
2023
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 4058 |
|
|
2023
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 4096 |
|
|
2023
Q2 | $2K | Sell |
8
-5
| -38% | -$1.25K | ﹤0.01% | 3855 |
|
|
2023
Q1 | $4K | Sell |
13
-2
| -13% | -$615 | ﹤0.01% | 3435 |
|
|
2022
Q4 | $6K | Buy |
15
+7
| +88% | +$2.8K | ﹤0.01% | 3118 |
|
|
2022
Q3 | $6K | Sell |
8
-12
| -60% | -$9K | ﹤0.01% | 3010 |
|
|
2022
Q2 | $13K | Buy |
20
+13
| +186% | +$8.45K | ﹤0.01% | 2436 |
|
|
2022
Q1 | $8K | Buy |
7
+3
| +75% | +$3.43K | ﹤0.01% | 2643 |
|
|
2021
Q4 | $5K | Buy |
+4
| New | +$5K | ﹤0.01% | 2765 |
|
|
2021
Q2 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2021
Q1 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q4 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q3 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q2 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q1 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2019
Q4 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2019
Q3 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2019
Q2 | $18K | Hold |
4
| – | – | ﹤0.01% | 1844 |
|
|
2019
Q1 | $18K | Buy |
+4
| New | +$18K | ﹤0.01% | 1844 |
|