Dorsey & Whitney Trust’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 | $2.4M | Sell |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.12M | Buy |
|
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $2.07M | Sell |
|
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.62M | Buy |
|
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $469K | Hold |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $270K | Buy |
|