Cornerstone Planning Group’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 | $10.3K | Buy |
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|
2025
Q2 | $3.31K | Sell |
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|
2025
Q1 | $3.57K | Buy |
|
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|
2024
Q4 | $4.1K | Hold |
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|
2024
Q3 | $3.35K | Hold |
|
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|
2024
Q2 | $3.02K | Sell |
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|
2024
Q1 | $10.6K | Sell |
|
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|
2023
Q4 | $18.5K | Hold |
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|
2023
Q3 | $18.4K | Sell |
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|
2023
Q2 | $26.6K | Buy |
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|
2022
Q4 | $34.2K | Buy |
|