Atria Wealth Solutions’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Sell |
|
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Buy |
|