Advisors Asset Management’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Sell |
1,022
-117
| -10% | -$8.01K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $86.5K | Buy |
1,139
+71
| +7% | +$5.39K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $117K | Buy |
1,068
+66
| +7% | +$7.23K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $79.3K | Buy |
1,002
+90
| +10% | +$7.12K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $66.6K | Sell |
912
-297
| -25% | -$21.7K | ﹤0.01% | 1253 |
|
|
2024
Q1 | $103K | Sell |
1,209
-462
| -28% | -$39.2K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $170K | Sell |
1,671
-267
| -14% | -$27.1K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $196K | Sell |
1,938
-439
| -18% | -$44.5K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $242K | Sell |
2,377
-1,572
| -40% | -$160K | ﹤0.01% | 1087 |
|
|
2023
Q1 | $404K | Sell |
3,949
-3,634
| -48% | -$372K | 0.01% | 975 |
|
|
2022
Q4 | $637K | Sell |
7,583
-4,231
| -36% | -$355K | 0.01% | 884 |
|
|
2022
Q3 | $919K | Sell |
11,814
-699
| -6% | -$54.4K | 0.02% | 757 |
|
|
2022
Q2 | $826K | Sell |
12,513
-133
| -1% | -$8.78K | 0.02% | 809 |
|
|
2022
Q1 | $1.49M | Buy |
12,646
+2,189
| +21% | +$258K | 0.02% | 682 |
|
|
2021
Q4 | $1.37M | Buy |
10,457
+6,249
| +149% | +$816K | 0.02% | 741 |
|
|
2021
Q3 | $593K | Buy |
4,208
+3,821
| +987% | +$538K | 0.01% | 953 |
|
|
2021
Q2 | $43K | Buy |
+387
| New | +$43K | ﹤0.01% | 1360 |
|