Benjamin Edwards Inc’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 | $465K | Buy |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $70K | Sell |
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|
2024
Q1 | $88K | Buy |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $80K | Buy |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $39K | Buy |
|