Baird Financial Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,886
| Closed | -$293K | – | 1812 |
|
|
2023
Q4 | $293K | Sell |
2,886
-124
| -4% | -$12.6K | ﹤0.01% | 1527 |
|
|
2023
Q3 | $305K | Sell |
3,010
-74
| -2% | -$7.5K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $314K | Sell |
3,084
-331
| -10% | -$33.6K | ﹤0.01% | 1490 |
|
|
2023
Q1 | $350K | Sell |
3,415
-155
| -4% | -$15.9K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $299K | Buy |
3,570
+675
| +23% | +$56.5K | ﹤0.01% | 1456 |
|
|
2022
Q3 | $225K | Sell |
2,895
-4,574
| -61% | -$355K | ﹤0.01% | 1561 |
|
|
2022
Q2 | $493K | Sell |
7,469
-5,254
| -41% | -$347K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $1.5M | Sell |
12,723
-943
| -7% | -$111K | ﹤0.01% | 996 |
|
|
2021
Q4 | $1.78M | Buy |
13,666
+960
| +8% | +$125K | ﹤0.01% | 981 |
|
|
2021
Q3 | $1.79M | Buy |
12,706
+1,926
| +18% | +$271K | ﹤0.01% | 987 |
|
|
2021
Q2 | $1.2M | Buy |
10,780
+214
| +2% | +$23.8K | ﹤0.01% | 1114 |
|
|
2021
Q1 | $933K | Buy |
10,566
+679
| +7% | +$60K | ﹤0.01% | 1157 |
|
|
2020
Q4 | $906K | Buy |
9,887
+1,428
| +17% | +$131K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $472K | Buy |
8,459
+2,620
| +45% | +$146K | ﹤0.01% | 1175 |
|
|
2020
Q2 | $312K | Buy |
+5,839
| New | +$312K | ﹤0.01% | 1294 |
|