Northwestern Mutual Wealth Management’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 | $26 | Hold |
24
| – | – | ﹤0.01% | 3602 |
|
2025
Q1 | $45 | Sell |
24
-1
| -4% | -$2 | ﹤0.01% | 3587 |
|
2024
Q4 | $217 | Hold |
25
| – | – | ﹤0.01% | 3449 |
|
2024
Q3 | $267 | Buy |
25
+3
| +14% | +$32 | ﹤0.01% | 3414 |
|
2024
Q2 | $433 | Hold |
22
| – | – | ﹤0.01% | 3306 |
|
2024
Q1 | $1.29K | Buy |
22
+1
| +5% | +$59 | ﹤0.01% | 3133 |
|
2023
Q4 | $1.85K | Buy |
21
+1
| +5% | +$88 | ﹤0.01% | 3072 |
|
2023
Q3 | $2.11K | Hold |
20
| – | – | ﹤0.01% | 2938 |
|
2023
Q2 | $4.44K | Sell |
20
-2
| -9% | -$444 | ﹤0.01% | 2819 |
|
2023
Q1 | $7.44K | Hold |
22
| – | – | ﹤0.01% | 2611 |
|
2022
Q4 | $8.5K | Hold |
22
| – | – | ﹤0.01% | 2563 |
|
2022
Q3 | $16K | Hold |
22
| – | – | ﹤0.01% | 2313 |
|
2022
Q2 | $14K | Sell |
22
-2
| -8% | -$1.27K | ﹤0.01% | 2397 |
|
2022
Q1 | $30K | Buy |
24
+2
| +9% | +$2.5K | ﹤0.01% | 2144 |
|
2021
Q4 | $24K | Buy |
22
+2
| +10% | +$2.18K | ﹤0.01% | 2259 |
|
2021
Q3 | $39K | Hold |
20
| – | – | ﹤0.01% | 1985 |
|
2021
Q2 | $84K | Hold |
20
| – | – | ﹤0.01% | 1669 |
|
2021
Q1 | $70K | Hold |
20
| – | – | ﹤0.01% | 1616 |
|
2020
Q4 | $101K | Buy |
+20
| New | +$101K | ﹤0.01% | 1404 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 2384 |
|
2019
Q1 | – | Sell |
-224
| Closed | -$30K | – | 2718 |
|
2018
Q4 | $30K | Hold |
224
| – | – | ﹤0.01% | 1453 |
|
2018
Q3 | $60K | Buy |
+224
| New | +$60K | ﹤0.01% | 1239 |
|
2018
Q2 | – | Sell |
-1
| Closed | -$1K | – | 2505 |
|
2018
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 2139 |
|