Commonwealth Equity Services’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Buy |
5,477
+404
| +8% | +$28.2K | ﹤0.01% | 3591 |
|
|
2025
Q4 | $438K | Sell |
5,073
-141
| -3% | -$12.5K | ﹤0.01% | 3287 |
|
|
2025
Q3 | $449K | Sell |
5,214
-1,624
| -24% | -$122K | ﹤0.01% | 3266 |
|
|
2025
Q2 | $468K | Buy |
6,838
+74
| +1% | +$5.09K | ﹤0.01% | 3195 |
|
|
2025
Q1 | $513K | Sell |
6,764
-746
| -10% | -$70.5K | ﹤0.01% | 3004 |
|
|
2024
Q4 | $822K | Buy |
7,510
+896
| +14% | +$82.6K | ﹤0.01% | 2549 |
|
|
2024
Q3 | $523K | Sell |
6,614
-248
| -4% | -$18.6K | ﹤0.01% | 2860 |
|
|
2024
Q2 | $501K | Sell |
6,862
-26
| -0.4% | -$2.05K | ﹤0.01% | 2834 |
|
|
2024
Q1 | $584K | Sell |
6,888
-3,861
| -36% | -$348K | ﹤0.01% | 2699 |
|
|
2023
Q4 | $1.09M | Sell |
10,749
-292
| -3% | -$28.2K | ﹤0.01% | 2112 |
|
|
2023
Q3 | $1.12M | Sell |
11,041
-558
| -5% | -$58K | ﹤0.01% | 2003 |
|
|
2023
Q2 | $1.18M | Sell |
11,599
-14
| -0.1% | -$1.35K | ﹤0.01% | 1978 |
|
|
2023
Q1 | $1.19K | Buy |
11,613
+3,856
| +50% | +$349K | ﹤0.01% | 1924 |
|
|
2022
Q4 | $651K | Sell |
7,757
-803
| -9% | -$62.2K | ﹤0.01% | 2261 |
|
|
2022
Q3 | $665K | Sell |
8,560
-260
| -3% | -$17.8K | ﹤0.01% | 2196 |
|
|
2022
Q2 | $582K | Buy |
8,820
+2,032
| +30% | +$169K | ﹤0.01% | 2303 |
|
|
2022
Q1 | $800K | Sell |
6,788
-399
| -6% | -$44.1K | ﹤0.01% | 2158 |
|
|
2021
Q4 | $937K | Buy |
7,187
+94
| +1% | +$13.3K | ﹤0.01% | 2038 |
|
|
2021
Q3 | $999K | Hold |
7,093
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q2 | $789K | Sell |
7,093
-161
| -2% | -$15.6K | ﹤0.01% | 2096 |
|
|
2021
Q1 | $640K | Buy |
7,254
+6
| +0.1% | +$594 | ﹤0.01% | 2127 |
|
|
2020
Q4 | $664K | Sell |
7,248
-2,000
| -22% | -$140K | ﹤0.01% | 1940 |
|
|
2020
Q3 | $515K | Hold |
9,248
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q2 | $494K | Buy |
9,248
+745
| +9% | +$30.5K | ﹤0.01% | 1898 |
|
|
2020
Q1 | $274K | Sell |
8,503
-757
| -8% | -$31.5K | ﹤0.01% | 2130 |
|
|
2019
Q4 | $389K | Hold |
9,260
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q3 | $405K | Buy |
9,260
+654
| +8% | +$34.5K | ﹤0.01% | 1986 |
|
|
2019
Q2 | $499K | Buy |
8,606
+300
| +4% | +$16.1K | ﹤0.01% | 1796 |
|
|
2019
Q1 | $421K | Hold |
8,306
| – | – | ﹤0.01% | 1893 |
|
|
2018
Q4 | $298K | Hold |
8,306
| – | – | ﹤0.01% | 2012 |
|
|
2018
Q3 | $328K | Sell |
8,306
-150
| -2% | -$4.66K | ﹤0.01% | 2093 |
|
|
2018
Q2 | $206K | Hold |
8,456
| – | – | ﹤0.01% | 2442 |
|
|
2018
Q1 | $200K | Buy |
+8,456
| New | +$194K | ﹤0.01% | 2409 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH