Fidelity Investments’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11 | Buy |
4
+3
| +300% | +$12 | ﹤0.01% | 5375 |
|
|
2025
Q4 | $5 | Buy |
+1
| New | +$10 | ﹤0.01% | 5391 |
|
|
2025
Q3 | – | Hold |
0
| – | -$3 | – | 5596 |
|
|
2025
Q2 | – | Sell |
-14
| Closed | -$182 | – | 5304 |
|
|
2025
Q1 | $305 | Buy |
+14
| New | +$988 | ﹤0.01% | 5057 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$957 | – | 5473 |
|
|
2024
Q3 | $918 | Sell |
7
-44
| -86% | -$7.44K | ﹤0.01% | 4916 |
|
|
2024
Q2 | $12K | Hold |
51
| – | – | ﹤0.01% | 4265 |
|
|
2024
Q1 | $35.9K | Buy |
51
+44
| +629% | +$37.9K | ﹤0.01% | 3754 |
|
|
2023
Q4 | $7.42K | Sell |
7
-9
| -56% | -$10.8K | ﹤0.01% | 4333 |
|
|
2023
Q3 | $20.5K | Buy |
16
+14
| +700% | +$36K | ﹤0.01% | 3791 |
|
|
2023
Q2 | $5.07K | Sell |
2
-4
| -67% | -$11.5K | ﹤0.01% | 4364 |
|
|
2023
Q1 | $24.2K | Buy |
6
+4
| +200% | +$22.1K | ﹤0.01% | 3764 |
|
|
2022
Q4 | $10.4K | Hold |
2
| – | – | ﹤0.01% | 4000 |
|
|
2022
Q3 | $18K | Hold |
2
| – | – | ﹤0.01% | 3899 |
|
|
2022
Q2 | $14K | Buy |
2
+1
| +100% | +$9.44K | ﹤0.01% | 4007 |
|
|
2022
Q1 | $20K | Buy |
+1
| New | +$11K | ﹤0.01% | 4025 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4990 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3941 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | -$37K | – | 4120 |
|
|
2021
Q1 | $40K | Sell |
1
-1
| -50% | -$71.8K | ﹤0.01% | 3102 |
|
|
2020
Q4 | $101K | Buy |
2
+1
| +100% | +$65K | ﹤0.01% | 2883 |
|
|
2020
Q3 | $58K | Buy |
+1
| New | +$57.2K | ﹤0.01% | 2866 |
|
Other funds holding WKHS
VCM
VFT
XT
