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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Sell |
27,487
-210
| -0.8% | -$14.6K | 0.09% | 196 |
|
|
2025
Q4 | $2.39M | Sell |
27,697
-144
| -0.5% | -$12.8K | 0.13% | 147 |
|
|
2025
Q3 | $2.4M | Sell |
27,841
-78
| -0.3% | -$5.86K | 0.13% | 148 |
|
|
2025
Q2 | $1.91M | Buy |
27,919
+680
| +2% | +$46.8K | 0.1% | 171 |
|
|
2025
Q1 | $2.07M | Buy |
27,239
+69
| +0.3% | +$6.52K | 0.12% | 157 |
|
|
2024
Q4 | $2.98M | Buy |
27,170
+383
| +1% | +$35.3K | 0.16% | 124 |
|
|
2024
Q3 | $2.12M | Buy |
26,787
+200
| +0.8% | +$15K | 0.11% | 157 |
|
|
2024
Q2 | $1.94M | Buy |
26,587
+2,144
| +9% | +$169K | 0.13% | 135 |
|
|
2024
Q1 | $2.07M | Sell |
24,443
-283
| -1% | -$25.5K | 0.14% | 129 |
|
|
2023
Q4 | $2.51M | Sell |
24,726
-486
| -2% | -$46.9K | 0.19% | 115 |
|
|
2023
Q3 | $2.55M | Sell |
25,212
-577
| -2% | -$60K | 0.22% | 110 |
|
|
2023
Q2 | $2.62M | Buy |
25,789
+637
| +3% | +$61.2K | 0.22% | 111 |
|
|
2023
Q1 | $2.58M | Sell |
25,152
-100
| -0.4% | -$9.06K | 0.23% | 105 |
|
|
2022
Q4 | $2.12M | Buy |
25,252
+215
| +0.9% | +$16.7K | 0.21% | 111 |
|
|
2022
Q3 | $1.95M | Buy |
25,037
+7,862
| +46% | +$537K | 0.2% | 118 |
|
|
2022
Q2 | $1.13M | Buy |
17,175
+9,655
| +128% | +$804K | 0.12% | 170 |
|
|
2022
Q1 | $887K | Buy |
7,520
+3,929
| +109% | +$434K | 0.08% | 214 |
|
|
2021
Q4 | $469K | Hold |
3,591
| – | – | 0.04% | 308 |
|
|
2021
Q3 | $506K | Sell |
3,591
-40
| -1% | -$5.42K | 0.05% | 286 |
|
|
2021
Q2 | $404K | Buy |
3,631
+681
| +23% | +$66.1K | 0.04% | 328 |
|
|
2021
Q1 | $260K | Hold |
2,950
| – | – | 0.03% | 426 |
|
|
2020
Q4 | $270K | Buy |
+2,950
| New | +$207K | 0.03% | 375 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH