Fidelity Investments’s Workhorse Group WKHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3 Sell
3
-163
-98% -$163 ﹤0.01% 5303
2025
Q1
$305 Buy
166
+165
+16,500% +$303 ﹤0.01% 5057
2024
Q4
$7 Sell
1
-83
-99% -$581 ﹤0.01% 5470
2024
Q3
$918 Sell
84
-529
-86% -$5.78K ﹤0.01% 4910
2024
Q2
$12K Hold
613
﹤0.01% 4260
2024
Q1
$35.9K Buy
613
+531
+648% +$31.1K ﹤0.01% 3750
2023
Q4
$7.42K Sell
82
-116
-59% -$10.5K ﹤0.01% 4331
2023
Q3
$20.5K Buy
198
+175
+761% +$18.1K ﹤0.01% 3791
2023
Q2
$5.07K Sell
23
-50
-68% -$11K ﹤0.01% 4364
2023
Q1
$24.2K Buy
73
+46
+170% +$15.2K ﹤0.01% 3764
2022
Q4
$10.4K Buy
27
+2
+8% +$768 ﹤0.01% 4000
2022
Q3
$18K Buy
25
+3
+14% +$2.16K ﹤0.01% 3899
2022
Q2
$14K Buy
22
+5
+29% +$3.18K ﹤0.01% 4007
2022
Q1
$20K Buy
+17
New +$20K ﹤0.01% 4025
2021
Q4
Sell
-1
Closed -$3K 4995
2021
Q3
$3K Buy
+1
New +$3K ﹤0.01% 3941
2021
Q2
Sell
-12
Closed -$40K 4120
2021
Q1
$40K Sell
12
-8
-40% -$26.7K ﹤0.01% 3101
2020
Q4
$101K Buy
20
+11
+122% +$55.6K ﹤0.01% 2882
2020
Q3
$58K Buy
+9
New +$58K ﹤0.01% 2865