Ameriprise’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3M | Sell |
273,687
-48,084
| -15% | -$3.35M | ﹤0.01% | 1554 |
|
|
2025
Q4 | $27.8M | Sell |
321,771
-83,161
| -21% | -$7.36M | 0.01% | 1190 |
|
|
2025
Q3 | $34.9M | Sell |
404,932
-104,401
| -20% | -$7.84M | 0.01% | 1075 |
|
|
2025
Q2 | $34.9M | Sell |
509,333
-3,812
| -0.7% | -$262K | 0.01% | 1044 |
|
|
2025
Q1 | $39M | Sell |
513,145
-499,449
| -49% | -$47.2M | 0.01% | 955 |
|
|
2024
Q4 | $111M | Sell |
1,012,594
-11,161
| -1% | -$1.03M | 0.03% | 510 |
|
|
2024
Q3 | $81M | Sell |
1,023,755
-241,160
| -19% | -$18.1M | 0.02% | 648 |
|
|
2024
Q2 | $92.3M | Sell |
1,264,915
-216,380
| -15% | -$17M | 0.03% | 550 |
|
|
2024
Q1 | $126M | Sell |
1,481,295
-71,998
| -5% | -$6.48M | 0.03% | 456 |
|
|
2023
Q4 | $158M | Buy |
1,553,293
+5,675
| +0.4% | +$547K | 0.05% | 375 |
|
|
2023
Q3 | $157M | Buy |
1,547,618
+126,094
| +9% | +$13.1M | 0.05% | 359 |
|
|
2023
Q2 | $145M | Sell |
1,421,524
-130,864
| -8% | -$12.6M | 0.05% | 387 |
|
|
2023
Q1 | $159M | Buy |
1,552,388
+11,041
| +0.7% | +$1M | 0.05% | 355 |
|
|
2022
Q4 | $129M | Buy |
1,541,347
+75,869
| +5% | +$5.88M | 0.04% | 402 |
|
|
2022
Q3 | $114M | Sell |
1,465,478
-519,800
| -26% | -$35.5M | 0.04% | 413 |
|
|
2022
Q2 | $131M | Buy |
1,985,278
+42,334
| +2% | +$3.52M | 0.05% | 390 |
|
|
2022
Q1 | $229M | Buy |
1,942,944
+652,683
| +51% | +$72.2M | 0.07% | 307 |
|
|
2021
Q4 | $168M | Buy |
1,290,261
+188,315
| +17% | +$26.6M | 0.05% | 401 |
|
|
2021
Q3 | $155M | Buy |
1,101,946
+327,679
| +42% | +$44.4M | 0.05% | 394 |
|
|
2021
Q2 | $86.2M | Buy |
774,267
+41,956
| +6% | +$4.07M | 0.03% | 577 |
|
|
2021
Q1 | $64.6M | Buy |
732,311
+685,326
| +1,459% | +$67.8M | 0.02% | 669 |
|
|
2020
Q4 | $4.3M | Buy |
46,985
+10,135
| +28% | +$712K | ﹤0.01% | 2373 |
|
|
2020
Q3 | $2.05M | Sell |
36,850
-24
| -0.1% | -$1.33K | ﹤0.01% | 2652 |
|
|
2020
Q2 | $1.97M | Sell |
36,874
-971
| -3% | -$39.8K | ﹤0.01% | 2614 |
|
|
2020
Q1 | $1.22M | Buy |
37,845
+5
| +0% | +$208 | ﹤0.01% | 2730 |
|
|
2019
Q4 | $1.59M | Buy |
+37,840
| New | +$1.59M | ﹤0.01% | 2850 |
|
|
2019
Q3 | – | Sell |
-6,307
| Closed | -$367K | – | 3776 |
|
|
2019
Q2 | $367K | Buy |
6,307
+2,288
| +57% | +$123K | ﹤0.01% | 3433 |
|
|
2019
Q1 | $204K | Sell |
4,019
-31,093
| -89% | -$1.37M | ﹤0.01% | 3552 |
|
|
2018
Q4 | $1.26M | Buy |
+35,112
| New | +$1.23M | ﹤0.01% | 2847 |
|
|
2016
Q4 | – | Sell |
-41,415
| Closed | -$751K | – | 3956 |
|
|
2016
Q3 | $751K | Sell |
41,415
-22,200
| -35% | -$360K | ﹤0.01% | 3026 |
|
|
2016
Q2 | $869K | Sell |
63,615
-5,839
| -8% | -$74K | ﹤0.01% | 2941 |
|
|
2016
Q1 | $809K | Hold |
69,454
| – | – | ﹤0.01% | 2955 |
|
|
2015
Q4 | $1.22M | Buy |
69,454
+42,378
| +157% | +$732K | ﹤0.01% | 2863 |
|
|
2015
Q3 | $411K | Buy |
+27,076
| New | +$391K | ﹤0.01% | 3351 |
|
|
2015
Q1 | – | Sell |
-23,348
| Closed | -$313K | – | 3944 |
|
|
2014
Q4 | $313K | Buy |
+23,348
| New | +$320K | ﹤0.01% | 3311 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH