Creative Planning’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
5,902
-17,511
| -75% | -$1.2M | ﹤0.01% | 2637 |
|
|
2025
Q1 | $1.78M | Buy |
23,413
+2,609
| +13% | +$198K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $2.28M | Buy |
20,804
+8,875
| +74% | +$972K | ﹤0.01% | 1048 |
|
|
2024
Q3 | $944K | Buy |
11,929
+5,053
| +73% | +$400K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $502K | Buy |
6,876
+1,144
| +20% | +$83.5K | ﹤0.01% | 1936 |
|
|
2024
Q1 | $486K | Buy |
5,732
+1,521
| +36% | +$129K | ﹤0.01% | 1863 |
|
|
2023
Q4 | $428K | Sell |
4,211
-418
| -9% | -$42.4K | ﹤0.01% | 1810 |
|
|
2023
Q3 | $469K | Buy |
4,629
+1,374
| +42% | +$139K | ﹤0.01% | 1604 |
|
|
2023
Q2 | $331K | Buy |
3,255
+173
| +6% | +$17.6K | ﹤0.01% | 1829 |
|
|
2023
Q1 | $316K | Buy |
3,082
+201
| +7% | +$20.6K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $242K | Buy |
+2,881
| New | +$242K | ﹤0.01% | 1877 |
|
|
2022
Q2 | – | Sell |
-6,286
| Closed | -$742K | – | 2438 |
|
|
2022
Q1 | $742K | Sell |
6,286
-2,435
| -28% | -$287K | ﹤0.01% | 1120 |
|
|
2021
Q4 | $1.14M | Buy |
8,721
+547
| +7% | +$71.4K | ﹤0.01% | 898 |
|
|
2021
Q3 | $1.15M | Hold |
8,174
| – | – | ﹤0.01% | 883 |
|
|
2021
Q2 | $910K | Hold |
8,174
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $721K | Hold |
8,174
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q4 | $749K | Buy |
+8,174
| New | +$749K | ﹤0.01% | 1081 |
|