Avantax Planning 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
Q3 | $1.43M | Hold |
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|
2025
Q2 | $1.14M | Hold |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.94M | Hold |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.8M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $570K | Hold |
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|
2017
Q2 | $521K | Hold |
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|
2017
Q1 | $428K | Hold |
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|
2016
Q4 | $373K | Buy |
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