UBS Group’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 | $48 | Sell |
16
-7,586
| -100% | -$31.3K | ﹤0.01% | 10214 |
|
|
2025
Q4 | $38.7K | Buy |
7,602
+4,591
| +152% | +$45.4K | ﹤0.01% | 7359 |
|
|
2025
Q3 | $39.7K | Sell |
3,011
-27,704
| -90% | -$546K | ﹤0.01% | 7728 |
|
|
2025
Q2 | $405K | Buy |
30,715
+24,917
| +430% | +$323K | ﹤0.01% | 6188 |
|
|
2025
Q1 | $128K | Buy |
5,798
+5,679
| +4,772% | +$401K | ﹤0.01% | 6852 |
|
|
2024
Q4 | $12.5K | Buy |
119
+115
| +2,875% | +$15.7K | ﹤0.01% | 8193 |
|
|
2024
Q3 | $566 | Sell |
4
-242
| -98% | -$40.9K | ﹤0.01% | 8893 |
|
|
2024
Q2 | $57.9K | Buy |
246
+164
| +200% | +$86K | ﹤0.01% | 6580 |
|
|
2024
Q1 | $57.7K | Buy |
82
+22
| +37% | +$19K | ﹤0.01% | 6447 |
|
|
2023
Q4 | $65.2K | Buy |
60
+21
| +54% | +$25.1K | ﹤0.01% | 6400 |
|
|
2023
Q3 | $48.9K | Buy |
39
+7
| +22% | +$18K | ﹤0.01% | 6300 |
|
|
2023
Q2 | $84K | Buy |
32
+19
| +146% | +$54.8K | ﹤0.01% | 6149 |
|
|
2023
Q1 | $50.5K | Buy |
13
+5
| +63% | +$27.6K | ﹤0.01% | 6447 |
|
|
2022
Q4 | $34.9K | Buy |
8
+1
| +14% | +$6.89K | ﹤0.01% | 7086 |
|
|
2022
Q3 | $59K | Sell |
7
-1
| -13% | -$9.72K | ﹤0.01% | 6189 |
|
|
2022
Q2 | $63K | Sell |
8
-1
| -11% | -$9.44K | ﹤0.01% | 5752 |
|
|
2022
Q1 | $131K | Sell |
9
-15
| -63% | -$165K | ﹤0.01% | 5697 |
|
|
2021
Q4 | $313K | Buy |
24
+6
| +33% | +$109K | ﹤0.01% | 5343 |
|
|
2021
Q3 | $410K | Sell |
18
-3
| -14% | -$90.8K | ﹤0.01% | 4856 |
|
|
2021
Q2 | $1.06M | Sell |
21
-79
| -79% | -$2.93M | ﹤0.01% | 4130 |
|
|
2021
Q1 | $4.11M | Buy |
100
+83
| +488% | +$5.96M | ﹤0.01% | 2827 |
|
|
2020
Q4 | $1.03M | Buy |
17
+4
| +31% | +$260K | ﹤0.01% | 3999 |
|
|
2020
Q3 | $978K | Sell |
13
-2
| -13% | -$114K | ﹤0.01% | 3662 |
|
|
2020
Q2 | $759K | Buy |
15
+11
| +275% | +$119K | ﹤0.01% | 3753 |
|
|
2020
Q1 | $21K | Hold |
4
| – | – | ﹤0.01% | 6468 |
|
|
2019
Q4 | $35K | Hold |
4
| – | – | ﹤0.01% | 6563 |
|
|
2019
Q3 | $40K | Sell |
4
-1
| -20% | -$10.7K | ﹤0.01% | 6324 |
|
|
2019
Q2 | $46K | Sell |
5
-9
| -64% | -$41.6K | ﹤0.01% | 5999 |
|
|
2019
Q1 | $25K | Buy |
14
+6
| +75% | +$15.7K | ﹤0.01% | 6110 |
|
|
2018
Q4 | $12K | Buy |
8
+4
| +100% | +$9.44K | ﹤0.01% | 7151 |
|
|
2018
Q3 | $13K | Buy |
4
+2
| +100% | +$7.68K | ﹤0.01% | 7041 |
|
|
2018
Q2 | $12K | Hold |
2
| – | – | ﹤0.01% | 7045 |
|
|
2018
Q1 | $17K | Sell |
2
-2
| -50% | -$17.5K | ﹤0.01% | 6519 |
|
|
2017
Q4 | $27K | Buy |
4
+3
| +300% | +$24.4K | ﹤0.01% | 6331 |
|
|
2017
Q3 | $11K | Hold |
1
| – | – | ﹤0.01% | 6842 |
|
|
2017
Q2 | $16K | Hold |
1
| – | – | ﹤0.01% | 6465 |
|
|
2017
Q1 | $12K | Sell |
1
-1
| -50% | -$10.4K | ﹤0.01% | 6514 |
|
|
2016
Q4 | $41K | Buy |
2
+1
| +100% | +$21.4K | ﹤0.01% | 5984 |
|
|
2016
Q3 | $29K | Sell |
1
-1
| -50% | -$22K | ﹤0.01% | 5973 |
|
|
2016
Q2 | $38K | Buy |
2
+1
| +100% | +$23.6K | ﹤0.01% | 5745 |
|
|
2016
Q1 | $37K | Buy |
+1
| New | +$18.8K | ﹤0.01% | 5722 |
|
Other funds holding WKHS
VCM
VFT
XT
