Advisors Asset 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
Q2 | $70K | Sell |
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|
2025
Q1 | $86.5K | Buy |
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|
2024
Q4 | $117K | Buy |
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|
2024
Q3 | $79.3K | Buy |
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|
2024
Q2 | $66.6K | Sell |
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|
2024
Q1 | $103K | Sell |
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|
2023
Q4 | $170K | Sell |
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|
2023
Q3 | $196K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $826K | Sell |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $593K | Buy |
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|
2021
Q2 | $43K | Buy |
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