AssetMark Inc’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
$2.86K Buy
48
+46
+2,300% +$3.21K ﹤0.01% 2748
2025
Q4
$173 Hold
2
﹤0.01% 3270
2025
Q3
$172 Hold
2
﹤0.01% 3084
2025
Q2
$137 Sell
2
-15
-88% -$1.03K ﹤0.01% 2921
2025
Q1
$1.29K Hold
17
﹤0.01% 2257
2024
Q4
$1.86K Buy
+17
New +$1.57K ﹤0.01% 2134
2022
Q1
Sell
-4
Closed -$1K 1764
2021
Q4
$1K Hold
4
﹤0.01% 1484
2021
Q3
$1K Buy
+4
New +$542 ﹤0.01% 1369
2021
Q2
Sell
-4
Closed 1562
2021
Q1
$0 Buy
+4
New +$396 ﹤0.01% 1553

Other funds holding WK