EFG Asset Management’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
35,196
+6,825
+24% +$467K 0.34% 126
2025
Q1
$2.15M Buy
+28,371
New +$2.15M 0.36% 122