Commonwealth Equity Services’s Workhorse Group WKHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,311
| Closed | -$7K | – | 4298 |
|
|
2024
Q4 | $7K | Sell |
10,311
-108
| -1% | -$73 | ﹤0.01% | 4080 |
|
|
2024
Q3 | $9K | Buy |
+10,419
| New | +$9K | ﹤0.01% | 4037 |
|
|
2024
Q2 | – | Sell |
-60,493
| Closed | -$14K | – | 4179 |
|
|
2024
Q1 | $14K | Sell |
60,493
-19,203
| -24% | -$4.44K | ﹤0.01% | 3977 |
|
|
2023
Q4 | $29K | Buy |
79,696
+410
| +0.5% | +$149 | ﹤0.01% | 3799 |
|
|
2023
Q3 | $33K | Buy |
79,286
+10,673
| +16% | +$4.44K | ﹤0.01% | 3696 |
|
|
2023
Q2 | $60K | Buy |
68,613
+4,035
| +6% | +$3.53K | ﹤0.01% | 3642 |
|
|
2023
Q1 | $85 | Sell |
64,578
-10,933
| -14% | -$14 | ﹤0.01% | 3520 |
|
|
2022
Q4 | $114K | Buy |
75,511
+34,782
| +85% | +$52.5K | ﹤0.01% | 3392 |
|
|
2022
Q3 | $116K | Sell |
40,729
-9,418
| -19% | -$26.8K | ﹤0.01% | 3340 |
|
|
2022
Q2 | $130K | Sell |
50,147
-3,349
| -6% | -$8.68K | ﹤0.01% | 3316 |
|
|
2022
Q1 | $267K | Buy |
53,496
+5,261
| +11% | +$26.3K | ﹤0.01% | 3074 |
|
|
2021
Q4 | $210K | Sell |
48,235
-23,552
| -33% | -$103K | ﹤0.01% | 3266 |
|
|
2021
Q3 | $549K | Sell |
71,787
-10,017
| -12% | -$76.6K | ﹤0.01% | 2405 |
|
|
2021
Q2 | $1.36M | Sell |
81,804
-11,216
| -12% | -$186K | ﹤0.01% | 1686 |
|
|
2021
Q1 | $1.28M | Buy |
93,020
+24,636
| +36% | +$339K | ﹤0.01% | 1623 |
|
|
2020
Q4 | $1.35M | Buy |
68,384
+33,718
| +97% | +$667K | ﹤0.01% | 1467 |
|
|
2020
Q3 | $876K | Buy |
34,666
+22,059
| +175% | +$557K | ﹤0.01% | 1569 |
|
|
2020
Q2 | $219K | Buy |
+12,607
| New | +$219K | ﹤0.01% | 2521 |
|