Fidelity Investments’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 | $105M | Sell |
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|
2025
Q2 | $116M | Sell |
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|
2025
Q1 | $207M | Sell |
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|
2024
Q4 | $346M | Sell |
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|
2024
Q3 | $299M | Buy |
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|
2024
Q2 | $260M | Buy |
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|
2024
Q1 | $282M | Buy |
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|
2023
Q4 | $247M | Buy |
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|
2023
Q3 | $187M | Buy |
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|
2023
Q2 | $165M | Sell |
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|
2023
Q1 | $179M | Buy |
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|
2022
Q4 | $118M | Buy |
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|
2022
Q3 | $70.6M | Buy |
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|
2022
Q2 | $43.6M | Sell |
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|
2022
Q1 | $111M | Sell |
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|
2021
Q4 | $156M | Sell |
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|
2021
Q3 | $215M | Sell |
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|
2021
Q2 | $226M | Buy |
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|
2021
Q1 | $150M | Sell |
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|
2020
Q4 | $233M | Sell |
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|
2020
Q3 | $176M | Buy |
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|
2020
Q2 | $157M | Sell |
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|
2020
Q1 | $109M | Buy |
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|
2019
Q4 | $58.7M | Buy |
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|
2019
Q3 | $57.4M | Buy |
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|
2019
Q2 | $46.4M | Buy |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $18.2M | Buy |
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|
2017
Q3 | $5.54M | Buy |
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|
2017
Q2 | $406K | Sell |
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|
2017
Q1 | $363K | Sell |
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|
2016
Q4 | $2.12M | Sell |
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|
2016
Q3 | $16M | Buy |
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|
2016
Q2 | $7.25M | Buy |
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|
2016
Q1 | $1.95M | Hold |
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|
2015
Q4 | $2.94M | Hold |
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|
2015
Q3 | $2.55M | Sell |
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|
2015
Q2 | $5.39M | Sell |
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|
2015
Q1 | $5.8M | Sell |
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|
2014
Q4 | $16.9M | Buy |
|