CAPTRUST Financial Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $949K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $178K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $31K | Sell |
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|
2020
Q4 | $34K | Sell |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $22K | Buy |
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