HM Payson & Co’s Workhorse Group WKHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$35 | – | 1088 |
|
|
2024
Q4 | $35 | Sell |
4
-4
| -50% | -$35 | ﹤0.01% | 1030 |
|
|
2024
Q3 | $87 | Buy |
+8
| New | +$87 | ﹤0.01% | 1107 |
|
|
2023
Q4 | – | Hold |
0
| – | -$13 | – | 1046 |
|
|
2023
Q3 | – | Hold |
0
| – | -$48 | – | 999 |
|
|
2023
Q2 | – | Hold |
0
| – | -$54 | – | 990 |
|
|
2023
Q1 | – | Hold |
0
| – | -$53 | – | 1011 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 925 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1091 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1K | – | 1156 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$1K | – | 1036 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1068 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1K | – | 1020 |
|
|
2021
Q1 | – | Hold |
0
| – | -$1K | – | 1112 |
|
|
2020
Q4 | – | Hold |
0
| – | -$1K | – | 1070 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1018 |
|