Commonwealth Equity Services’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
6,838
+74
| +1% | +$5.07K | ﹤0.01% | 3195 |
|
|
2025
Q1 | $513K | Sell |
6,764
-746
| -10% | -$56.6K | ﹤0.01% | 3004 |
|
|
2024
Q4 | $822K | Buy |
7,510
+896
| +14% | +$98.1K | ﹤0.01% | 2549 |
|
|
2024
Q3 | $523K | Sell |
6,614
-248
| -4% | -$19.6K | ﹤0.01% | 2860 |
|
|
2024
Q2 | $501K | Sell |
6,862
-26
| -0.4% | -$1.9K | ﹤0.01% | 2834 |
|
|
2024
Q1 | $584K | Sell |
6,888
-3,861
| -36% | -$327K | ﹤0.01% | 2699 |
|
|
2023
Q4 | $1.09M | Sell |
10,749
-292
| -3% | -$29.6K | ﹤0.01% | 2112 |
|
|
2023
Q3 | $1.12M | Sell |
11,041
-558
| -5% | -$56.6K | ﹤0.01% | 2003 |
|
|
2023
Q2 | $1.18M | Sell |
11,599
-14
| -0.1% | -$1.42K | ﹤0.01% | 1978 |
|
|
2023
Q1 | $1.19K | Buy |
11,613
+3,856
| +50% | +$395 | ﹤0.01% | 1924 |
|
|
2022
Q4 | $651K | Sell |
7,757
-803
| -9% | -$67.4K | ﹤0.01% | 2261 |
|
|
2022
Q3 | $665K | Sell |
8,560
-260
| -3% | -$20.2K | ﹤0.01% | 2196 |
|
|
2022
Q2 | $582K | Buy |
8,820
+2,032
| +30% | +$134K | ﹤0.01% | 2303 |
|
|
2022
Q1 | $800K | Sell |
6,788
-399
| -6% | -$47K | ﹤0.01% | 2158 |
|
|
2021
Q4 | $937K | Buy |
7,187
+94
| +1% | +$12.3K | ﹤0.01% | 2038 |
|
|
2021
Q3 | $999K | Hold |
7,093
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q2 | $789K | Sell |
7,093
-161
| -2% | -$17.9K | ﹤0.01% | 2096 |
|
|
2021
Q1 | $640K | Buy |
7,254
+6
| +0.1% | +$529 | ﹤0.01% | 2127 |
|
|
2020
Q4 | $664K | Sell |
7,248
-2,000
| -22% | -$183K | ﹤0.01% | 1940 |
|
|
2020
Q3 | $515K | Hold |
9,248
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q2 | $494K | Buy |
9,248
+745
| +9% | +$39.8K | ﹤0.01% | 1898 |
|
|
2020
Q1 | $274K | Sell |
8,503
-757
| -8% | -$24.4K | ﹤0.01% | 2130 |
|
|
2019
Q4 | $389K | Hold |
9,260
| – | – | ﹤0.01% | 2098 |
|
|
2019
Q3 | $405K | Buy |
9,260
+654
| +8% | +$28.6K | ﹤0.01% | 1986 |
|
|
2019
Q2 | $499K | Buy |
8,606
+300
| +4% | +$17.4K | ﹤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% | -$5.92K | ﹤0.01% | 2093 |
|
|
2018
Q2 | $206K | Hold |
8,456
| – | – | ﹤0.01% | 2442 |
|
|
2018
Q1 | $200K | Buy |
+8,456
| New | +$200K | ﹤0.01% | 2409 |
|