Charles Schwab’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $940K | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $3.37M | Buy |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $3.97M | Buy |
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|
2021
Q3 | $5.75M | Sell |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $9.74M | Buy |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $15.4M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $112K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $131K | Hold |
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|
2016
Q3 | $134K | Hold |
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|
2016
Q2 | $127K | Buy |
|