Avantax Planning 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 | $1.14M | Hold |
16,640
| – | – | 0.04% | 184 |
|
|
2025
Q1 | $1.26M | Sell |
16,640
-1,106
| -6% | -$84K | 0.04% | 166 |
|
|
2024
Q4 | $1.94M | Hold |
17,746
| – | – | 0.07% | 127 |
|
|
2024
Q3 | $1.4M | Hold |
17,746
| – | – | 0.05% | 153 |
|
|
2024
Q2 | $1.3M | Hold |
17,746
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $1.5M | Sell |
17,746
-9
| -0.1% | -$763 | 0.05% | 175 |
|
|
2023
Q4 | $1.8M | Buy |
17,755
+9
| +0.1% | +$914 | 0.07% | 119 |
|
|
2023
Q3 | $1.8M | Buy |
+17,746
| New | +$1.8M | 0.08% | 114 |
|
|
2022
Q1 | – | Sell |
-1,650
| Closed | -$215K | – | 383 |
|
|
2021
Q4 | $215K | Buy |
+1,650
| New | +$215K | 0.01% | 324 |
|
|
2017
Q4 | – | Sell |
-27,332
| Closed | -$570K | – | 362 |
|
|
2017
Q3 | $570K | Hold |
27,332
| – | – | 0.04% | 188 |
|
|
2017
Q2 | $521K | Hold |
27,332
| – | – | 0.04% | 185 |
|
|
2017
Q1 | $428K | Hold |
27,332
| – | – | 0.04% | 198 |
|
|
2016
Q4 | $373K | Buy |
+27,332
| New | +$373K | 0.04% | 202 |
|