Advisory Research’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,666
| Closed | -$1.29M | – | 329 |
|
|
2023
Q4 | $1.29M | Sell |
12,666
-11,871
| -48% | -$1.21M | 0.2% | 135 |
|
|
2023
Q3 | $2.49M | Buy |
24,537
+43
| +0.2% | +$4.36K | 0.35% | 76 |
|
|
2023
Q2 | $2.49M | Buy |
24,494
+763
| +3% | +$77.6K | 0.32% | 88 |
|
|
2023
Q1 | $2.43M | Buy |
23,731
+5,065
| +27% | +$519K | 0.4% | 65 |
|
|
2022
Q4 | $1.57M | Buy |
18,666
+16,092
| +625% | +$1.35M | 0.15% | 107 |
|
|
2022
Q3 | $200K | Sell |
2,574
-10,071
| -80% | -$783K | 0.02% | 311 |
|
|
2022
Q2 | $834K | Sell |
12,645
-27,568
| -69% | -$1.82M | 0.08% | 175 |
|
|
2022
Q1 | $4.75M | Buy |
40,213
+3,458
| +9% | +$408K | 0.38% | 51 |
|
|
2021
Q4 | $4.8M | Buy |
36,755
+3,746
| +11% | +$489K | 0.38% | 59 |
|
|
2021
Q3 | $4.65M | Sell |
33,009
-3,219
| -9% | -$454K | 0.3% | 87 |
|
|
2021
Q2 | $4.03M | Buy |
36,228
+20,977
| +138% | +$2.34M | 0.27% | 95 |
|
|
2021
Q1 | $1.35M | Buy |
15,251
+1,519
| +11% | +$134K | 0.09% | 173 |
|
|
2020
Q4 | $1.26M | Buy |
+13,732
| New | +$1.26M | 0.09% | 169 |
|