Advantage Alpha Capital Partners’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.37M Buy
2025
Q1
$4.4M Buy
2024
Q4
$4.99M Sell
2024
Q3
$6.92M Buy
2024
Q2
$5.61M Buy
2024
Q1
$5.45M Sell
2023
Q4
$7.05M Buy
2023
Q3
$3.91M Sell
2023
Q2
$6.81M Buy
2023
Q1
$6.4M Sell
2022
Q4
$9.14M Sell
2022
Q3
$10.6M Buy
2022
Q2
$8.02M Buy
2022
Q1
$8.15M Buy
2021
Q4
$5.52M Buy
2021
Q3
$4.34M Sell
2021
Q2
$6.06M Buy
2020
Q1
Sell
2019
Q4
$1.78M Buy