Creative Planning’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 | $1.95M | Buy |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $721K | Hold |
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|
2020
Q4 | $749K | Buy |
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