Arax Advisory Partners’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
$2.19K Buy
2025
Q1
$1.52K Hold
2024
Q4
$2.19K Hold
2024
Q3
$1.58K Sell
2024
Q2
$52.6K Sell
2024
Q1
$344K Buy
2023
Q4
$218K Buy
2023
Q3
$215K Buy
2023
Q2
$59.6K Sell
2023
Q1
$61.5K Hold
2022
Q4
$50.5K Buy
2022
Q3
$46K Sell
2022
Q2
$40K Buy
2022
Q1
$66K Buy
2021
Q4
$31K Buy
2021
Q3
$24K Hold
2021
Q2
$19K Buy