Bank of America’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Sell |
418,993
-57,473
| -12% | -$3.93M | ﹤0.01% | 1912 |
|
|
2025
Q1 | $36.2M | Buy |
476,466
+48,937
| +11% | +$3.71M | ﹤0.01% | 1645 |
|
|
2024
Q4 | $46.8M | Buy |
427,529
+36,974
| +9% | +$4.05M | ﹤0.01% | 1342 |
|
|
2024
Q3 | $30.9M | Buy |
390,555
+37,756
| +11% | +$2.99M | ﹤0.01% | 1736 |
|
|
2024
Q2 | $25.8M | Buy |
352,799
+7,246
| +2% | +$529K | ﹤0.01% | 1762 |
|
|
2024
Q1 | $29.3M | Buy |
345,553
+6,326
| +2% | +$536K | ﹤0.01% | 1673 |
|
|
2023
Q4 | $34.4M | Buy |
339,227
+611
| +0.2% | +$62K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $34.3M | Sell |
338,616
-786
| -0.2% | -$79.7K | ﹤0.01% | 1344 |
|
|
2023
Q2 | $34.5M | Buy |
339,402
+25,249
| +8% | +$2.57M | ﹤0.01% | 1383 |
|
|
2023
Q1 | $32.2M | Sell |
314,153
-1,065
| -0.3% | -$109K | ﹤0.01% | 1505 |
|
|
2022
Q4 | $26.5M | Buy |
315,218
+31,201
| +11% | +$2.62M | ﹤0.01% | 1535 |
|
|
2022
Q3 | $22.1M | Buy |
284,017
+18,471
| +7% | +$1.44M | ﹤0.01% | 1599 |
|
|
2022
Q2 | $17.5M | Sell |
265,546
-19,467
| -7% | -$1.28M | ﹤0.01% | 1852 |
|
|
2022
Q1 | $33.6M | Buy |
285,013
+38,355
| +16% | +$4.53M | ﹤0.01% | 1499 |
|
|
2021
Q4 | $32.2M | Sell |
246,658
-17,272
| -7% | -$2.25M | ﹤0.01% | 1530 |
|
|
2021
Q3 | $37.2M | Sell |
263,930
-21,489
| -8% | -$3.03M | ﹤0.01% | 1393 |
|
|
2021
Q2 | $31.8M | Buy |
285,419
+11,736
| +4% | +$1.31M | ﹤0.01% | 1533 |
|
|
2021
Q1 | $24.2M | Buy |
273,683
+34,445
| +14% | +$3.04M | ﹤0.01% | 1688 |
|
|
2020
Q4 | $21.9M | Buy |
239,238
+49,291
| +26% | +$4.52M | ﹤0.01% | 1565 |
|
|
2020
Q3 | $10.6M | Buy |
189,947
+37,248
| +24% | +$2.08M | ﹤0.01% | 1993 |
|
|
2020
Q2 | $8.17M | Buy |
152,699
+34,664
| +29% | +$1.85M | ﹤0.01% | 2155 |
|
|
2020
Q1 | $3.82M | Buy |
118,035
+3,178
| +3% | +$103K | ﹤0.01% | 2588 |
|
|
2019
Q4 | $4.83M | Sell |
114,857
-10,983
| -9% | -$462K | ﹤0.01% | 2811 |
|
|
2019
Q3 | $5.52M | Sell |
125,840
-39,706
| -24% | -$1.74M | ﹤0.01% | 2649 |
|
|
2019
Q2 | $9.62M | Buy |
165,546
+9,664
| +6% | +$561K | ﹤0.01% | 2226 |
|
|
2019
Q1 | $7.9M | Sell |
155,882
-736
| -0.5% | -$37.3K | ﹤0.01% | 2357 |
|
|
2018
Q4 | $5.62M | Sell |
156,618
-65,011
| -29% | -$2.33M | ﹤0.01% | 2466 |
|
|
2018
Q3 | $8.75M | Buy |
221,629
+35,061
| +19% | +$1.38M | ﹤0.01% | 2267 |
|
|
2018
Q2 | $4.55M | Buy |
186,568
+71,777
| +63% | +$1.75M | ﹤0.01% | 2806 |
|
|
2018
Q1 | $2.72M | Buy |
114,791
+87,562
| +322% | +$2.08M | ﹤0.01% | 3154 |
|
|
2017
Q4 | $583K | Sell |
27,229
-32,366
| -54% | -$693K | ﹤0.01% | 4131 |
|
|
2017
Q3 | $1.24M | Buy |
59,595
+13,102
| +28% | +$273K | ﹤0.01% | 3729 |
|
|
2017
Q2 | $886K | Sell |
46,493
-19,288
| -29% | -$368K | ﹤0.01% | 3879 |
|
|
2017
Q1 | $1.03M | Buy |
65,781
+17,610
| +37% | +$276K | ﹤0.01% | 3783 |
|
|
2016
Q4 | $657K | Buy |
48,171
+47,133
| +4,541% | +$643K | ﹤0.01% | 3949 |
|
|
2016
Q3 | $19K | Sell |
1,038
-53,678
| -98% | -$983K | ﹤0.01% | 5381 |
|
|
2016
Q2 | $747K | Buy |
54,716
+31,757
| +138% | +$434K | ﹤0.01% | 3708 |
|
|
2016
Q1 | $268K | Buy |
22,959
+16,363
| +248% | +$191K | ﹤0.01% | 4222 |
|
|
2015
Q4 | $116K | Buy |
6,596
+6,570
| +25,269% | +$116K | ﹤0.01% | 4716 |
|
|
2015
Q3 | $0 | Sell |
26
-236
| -90% | – | ﹤0.01% | 6240 |
|
|
2015
Q2 | $4K | Buy |
+262
| New | +$4K | ﹤0.01% | 5849 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$7K | – | 6094 |
|
|
2014
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 5505 |
|