Ameritas Investment Partners’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
5,154
| – | – | 0.01% | 984 |
|
|
2025
Q1 | $391K | Sell |
5,154
-130
| -2% | -$9.87K | 0.01% | 924 |
|
|
2024
Q4 | $579K | Buy |
5,284
+260
| +5% | +$28.5K | 0.02% | 774 |
|
|
2024
Q3 | $397K | Hold |
5,024
| – | – | 0.01% | 928 |
|
|
2024
Q2 | $367K | Hold |
5,024
| – | – | 0.01% | 919 |
|
|
2024
Q1 | $426K | Hold |
5,024
| – | – | 0.01% | 881 |
|
|
2023
Q4 | $510K | Buy |
5,024
+162
| +3% | +$16.4K | 0.02% | 797 |
|
|
2023
Q3 | $493K | Buy |
4,862
+821
| +20% | +$83.2K | 0.02% | 775 |
|
|
2023
Q2 | $411K | Buy |
4,041
+212
| +6% | +$21.6K | 0.02% | 825 |
|
|
2023
Q1 | $392K | Buy |
3,829
+91
| +2% | +$9.32K | 0.02% | 834 |
|
|
2022
Q4 | $346K | Hold |
3,738
| – | – | 0.01% | 874 |
|
|
2022
Q3 | $290K | Buy |
3,738
+162
| +5% | +$12.6K | 0.01% | 899 |
|
|
2022
Q2 | $235K | Buy |
3,576
+250
| +8% | +$16.4K | 0.01% | 981 |
|
|
2022
Q1 | $392K | Hold |
3,326
| – | – | 0.01% | 866 |
|
|
2021
Q4 | $434K | Hold |
3,326
| – | – | 0.01% | 846 |
|
|
2021
Q3 | $469K | Hold |
3,326
| – | – | 0.02% | 813 |
|
|
2021
Q2 | $370K | Buy |
3,326
+95
| +3% | +$10.6K | 0.01% | 876 |
|
|
2021
Q1 | $285K | Sell |
3,231
-163
| -5% | -$14.4K | 0.01% | 982 |
|
|
2020
Q4 | $311K | Hold |
3,394
| – | – | 0.01% | 914 |
|
|
2020
Q3 | $189K | Hold |
3,394
| – | – | 0.01% | 1064 |
|
|
2020
Q2 | $182K | Buy |
3,394
+166
| +5% | +$8.9K | 0.01% | 1068 |
|
|
2020
Q1 | $104K | Hold |
3,228
| – | – | 0.01% | 1250 |
|
|
2019
Q4 | $136K | Buy |
3,228
+230
| +8% | +$9.69K | 0.01% | 1321 |
|
|
2019
Q3 | $131K | Hold |
2,998
| – | – | 0.01% | 1310 |
|
|
2019
Q2 | $174K | Buy |
2,998
+638
| +27% | +$37K | 0.01% | 1142 |
|
|
2019
Q1 | $120K | Buy |
2,360
+180
| +8% | +$9.15K | 0.01% | 1362 |
|
|
2018
Q4 | $78K | Hold |
2,180
| – | – | ﹤0.01% | 1555 |
|
|
2018
Q3 | $86K | Hold |
2,180
| – | – | ﹤0.01% | 1670 |
|
|
2018
Q2 | $53K | Hold |
2,180
| – | – | ﹤0.01% | 1956 |
|
|
2018
Q1 | $52K | Hold |
2,180
| – | – | ﹤0.01% | 1906 |
|
|
2017
Q4 | $47K | Hold |
2,180
| – | – | ﹤0.01% | 1961 |
|
|
2017
Q3 | $44K | Hold |
2,180
| – | – | ﹤0.01% | 1974 |
|
|
2017
Q2 | $42K | Buy |
2,180
+468
| +27% | +$9.02K | ﹤0.01% | 2031 |
|
|
2017
Q1 | $27K | Buy |
+1,712
| New | +$27K | ﹤0.01% | 2239 |
|