Abound Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43K | Hold |
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|
2025
Q2 | $34.2K | Hold |
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|
2025
Q1 | $38K | Hold |
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|
2024
Q4 | $54.8K | Hold |
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|
2024
Q3 | $39.6K | Hold |
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|
2024
Q2 | $36.5K | Hold |
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|
2024
Q1 | $42.4K | Hold |
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|
2023
Q4 | $50.8K | Hold |
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|
2023
Q3 | $50.7K | Hold |
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|
2023
Q2 | $50.8K | Hold |
|
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|
2023
Q1 | $51.2K | Hold |
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|
2022
Q4 | $42K | Hold |
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|
2022
Q3 | $38.9K | Buy |
|