Burney Company’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,427
| Closed | -$266K | – | 608 |
|
|
2024
Q4 | $266K | Sell |
2,427
-2,229
| -48% | -$244K | 0.01% | 524 |
|
|
2024
Q3 | $368K | Sell |
4,656
-95,400
| -95% | -$7.55M | 0.01% | 482 |
|
|
2024
Q2 | $7.3M | Buy |
100,056
+56,683
| +131% | +$4.14M | 0.28% | 86 |
|
|
2024
Q1 | $3.68M | Buy |
+43,373
| New | +$3.68M | 0.14% | 168 |
|