Engineers Gate Manager’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 | $3.57M | Sell |
59,845
-23,588
| -28% | -$1.65M | 0.04% | 496 |
|
|
2025
Q4 | $7.2M | Buy |
83,433
+80,885
| +3,174% | +$7.16M | 0.09% | 253 |
|
|
2025
Q3 | $219K | Sell |
2,548
-101,469
| -98% | -$7.62M | ﹤0.01% | 1866 |
|
|
2025
Q2 | $7.12M | Buy |
104,017
+48,302
| +87% | +$3.32M | 0.09% | 306 |
|
|
2025
Q1 | $4.23M | Sell |
55,715
-21,938
| -28% | -$2.07M | 0.07% | 394 |
|
|
2024
Q4 | $8.5M | Sell |
77,653
-19,428
| -20% | -$1.79M | 0.15% | 185 |
|
|
2024
Q3 | $7.68M | Buy |
97,081
+20,943
| +28% | +$1.57M | 0.15% | 170 |
|
|
2024
Q2 | $5.56M | Buy |
76,138
+12,682
| +20% | +$998K | 0.13% | 224 |
|
|
2024
Q1 | $5.38M | Buy |
63,456
+38,763
| +157% | +$3.49M | 0.14% | 181 |
|
|
2023
Q4 | $2.51M | Buy |
24,693
+13,609
| +123% | +$1.31M | 0.07% | 381 |
|
|
2023
Q3 | $1.12M | Buy |
11,084
+4,309
| +64% | +$448K | 0.04% | 648 |
|
|
2023
Q2 | $689K | Buy |
6,775
+4,414
| +187% | +$424K | 0.03% | 885 |
|
|
2023
Q1 | $242K | Buy |
+2,361
| New | +$214K | 0.01% | 1353 |
|
|
2022
Q3 | – | Sell |
-95,579
| Closed | -$6.31M | – | 2124 |
|
|
2022
Q2 | $6.31M | Buy |
95,579
+91,813
| +2,438% | +$7.64M | 0.23% | 88 |
|
|
2022
Q1 | $444K | Sell |
3,766
-9,549
| -72% | -$1.06M | 0.02% | 1126 |
|
|
2021
Q4 | $1.74M | Sell |
13,315
-107
| -0.8% | -$15.1K | 0.08% | 334 |
|
|
2021
Q3 | $1.89M | Sell |
13,422
-9,065
| -40% | -$1.23M | 0.11% | 255 |
|
|
2021
Q2 | $2.5M | Sell |
22,487
-10,579
| -32% | -$1.03M | 0.16% | 133 |
|
|
2021
Q1 | $2.92M | Sell |
33,066
-12,651
| -28% | -$1.25M | 0.14% | 150 |
|
|
2020
Q4 | $4.19M | Sell |
45,717
-12,815
| -22% | -$900K | 0.18% | 122 |
|
|
2020
Q3 | $3.26M | Buy |
58,532
+22,507
| +62% | +$1.25M | 0.15% | 158 |
|
|
2020
Q2 | $1.93M | Sell |
36,025
-33,265
| -48% | -$1.36M | 0.1% | 299 |
|
|
2020
Q1 | $2.24M | Buy |
69,290
+15,759
| +29% | +$655K | 0.16% | 151 |
|
|
2019
Q4 | $2.25M | Sell |
53,531
-21,708
| -29% | -$914K | 0.1% | 304 |
|
|
2019
Q3 | $3.3M | Buy |
75,239
+61,538
| +449% | +$3.24M | 0.17% | 181 |
|
|
2019
Q2 | $796K | Sell |
13,701
-34,198
| -71% | -$1.83M | 0.04% | 580 |
|
|
2019
Q1 | $2.43M | Buy |
47,899
+21,712
| +83% | +$955K | 0.15% | 211 |
|
|
2018
Q4 | $940K | Sell |
26,187
-16,820
| -39% | -$591K | 0.08% | 377 |
|
|
2018
Q3 | $1.7M | Buy |
43,007
+26,172
| +155% | +$814K | 0.13% | 251 |
|
|
2018
Q2 | $411K | Buy |
+16,835
| New | +$424K | 0.03% | 585 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH