Global Retirement Partners’s Workhorse Group WKHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5	Buy	+1	New	+$10	﹤0.01%	4217
2025 Q3	–	Hold	0	–	–	–	3865
2025 Q2	–	Hold	0	–	–	–	3803
2024 Q4	–	Hold	0	–	–	–	3646
2024 Q3	–	Hold	0	–	–	–	3451
2024 Q2	–	Hold	0	–	–	–	3467
2024 Q1	–	Hold	0	–	–	–	3244
2023 Q4	–	Hold	0	–	–	–	3169
2023 Q3	–	Hold	0	–	–	–	3010
2023 Q2	–	Hold	0	–	–	–	2818
2023 Q1	–	Hold	0	–	–	–	2693
2022 Q4	–	Hold	0	–	–	–	2475
2022 Q3	–	Hold	0	–	–	–	2172
2022 Q2	–	Hold	0	–	–	–	2297
2022 Q1	–	Hold	0	–	–	–	2264
2021 Q4	–	Hold	0	–	-$7K	–	1811
2021 Q3	–	Hold	0	–	–	–	1537
2021 Q2	–	Hold	0	–	–	–	1191
2021 Q1	–	Hold	0	–	–	–	1155
2020 Q4	–	Hold	0	–	–	–	1057
2020 Q3	–	Hold	0	–	–	–	1598
2019 Q3	–	Sell	-1	Closed	-$7K	–	1698
2019 Q2	$7K	Buy	+1	New	+$4.62K	﹤0.01%	1216