Aberdeen Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-218,382
| Closed | -$18.8M | – | 973 |
|
|
2025
Q4 | $18.8M | Sell |
218,382
-13,390
| -6% | -$1.19M | 0.03% | 454 |
|
|
2025
Q3 | $19.7M | Buy |
231,772
+11,651
| +5% | +$875K | 0.03% | 435 |
|
|
2025
Q2 | $15.1M | Sell |
220,121
-32,518
| -13% | -$2.24M | 0.03% | 490 |
|
|
2025
Q1 | $19.2M | Buy |
252,639
+23,659
| +10% | +$2.23M | 0.04% | 402 |
|
|
2024
Q4 | $25.1M | Sell |
228,980
-32,777
| -13% | -$3.02M | 0.05% | 324 |
|
|
2024
Q3 | $20.7M | Sell |
261,757
-19,897
| -7% | -$1.49M | 0.04% | 378 |
|
|
2024
Q2 | $20.6M | Sell |
281,654
-113,604
| -29% | -$8.94M | 0.04% | 379 |
|
|
2024
Q1 | $33.5M | Sell |
395,258
-9,530
| -2% | -$858K | 0.07% | 277 |
|
|
2023
Q4 | $41.1M | Buy |
404,788
+4,087
| +1% | +$394K | 0.09% | 232 |
|
|
2023
Q3 | $40.6M | Sell |
400,701
-84,137
| -17% | -$8.74M | 0.1% | 188 |
|
|
2023
Q2 | $49.3M | Sell |
484,838
-105,091
| -18% | -$10.1M | 0.11% | 172 |
|
|
2023
Q1 | $60.4M | Sell |
589,929
-47,831
| -7% | -$4.33M | 0.15% | 140 |
|
|
2022
Q4 | $53.6M | Buy |
637,760
+169,057
| +36% | +$13.1M | 0.15% | 151 |
|
|
2022
Q3 | $36.5M | Buy |
468,703
+26,998
| +6% | +$1.84M | 0.11% | 211 |
|
|
2022
Q2 | $29.5M | Buy |
441,705
+42,995
| +11% | +$3.58M | 0.09% | 233 |
|
|
2022
Q1 | $47.2M | Sell |
398,710
-5,789
| -1% | -$640K | 0.12% | 180 |
|
|
2021
Q4 | $52.8M | Sell |
404,499
-112,380
| -22% | -$15.8M | 0.12% | 179 |
|
|
2021
Q3 | $71.9M | Sell |
516,879
-59,547
| -10% | -$8.07M | 0.16% | 131 |
|
|
2021
Q2 | $64.2M | Buy |
576,426
+60,116
| +12% | +$5.84M | 0.14% | 145 |
|
|
2021
Q1 | $45.6M | Buy |
516,310
+126,387
| +32% | +$12.5M | 0.1% | 192 |
|
|
2020
Q4 | $35.7M | Buy |
+389,923
| New | +$27.4M | 0.09% | 208 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH