Foster Group’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 | – | Sell |
-3,069
| Closed | -$265K | – | 318 |
|
|
2025
Q4 | $265K | Hold |
3,069
| – | – | 0.01% | 234 |
|
|
2025
Q3 | $264K | Buy |
3,069
+40
| +1% | +$3K | 0.01% | 223 |
|
|
2025
Q2 | $207K | Sell |
3,029
-13
| -0.4% | -$894 | 0.01% | 247 |
|
|
2025
Q1 | $231K | Buy |
3,042
+4
| +0.1% | +$378 | 0.01% | 196 |
|
|
2024
Q4 | $333K | Sell |
3,038
-976
| -24% | -$90K | 0.01% | 145 |
|
|
2024
Q3 | $318K | Sell |
4,014
-58
| -1% | -$4.35K | 0.01% | 153 |
|
|
2024
Q2 | $297K | Sell |
4,072
-1
| -0% | -$79 | 0.01% | 162 |
|
|
2024
Q1 | $345K | Sell |
4,073
-295
| -7% | -$26.6K | 0.02% | 149 |
|
|
2023
Q4 | $443K | Hold |
4,368
| – | – | 0.03% | 113 |
|
|
2023
Q3 | $443K | Buy |
4,368
+139
| +3% | +$14.4K | 0.03% | 113 |
|
|
2023
Q2 | $430K | Hold |
4,229
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $433K | Hold |
4,229
| – | – | 0.03% | 111 |
|
|
2022
Q4 | $355K | Buy |
4,229
+41
| +1% | +$3.18K | 0.03% | 114 |
|
|
2022
Q3 | $326K | Buy |
4,188
+11
| +0.3% | +$751 | 0.03% | 109 |
|
|
2022
Q2 | $276K | Buy |
4,177
+19
| +0.5% | +$1.58K | 0.02% | 121 |
|
|
2022
Q1 | $491K | Sell |
4,158
-5
| -0.1% | -$553 | 0.04% | 89 |
|
|
2021
Q4 | $543K | Buy |
4,163
+5
| +0.1% | +$705 | 0.05% | 84 |
|
|
2021
Q3 | $586K | Sell |
4,158
-884
| -18% | -$120K | 0.06% | 82 |
|
|
2021
Q2 | $561K | Buy |
5,042
+884
| +21% | +$85.8K | 0.06% | 80 |
|
|
2021
Q1 | $367K | Sell |
4,158
-323
| -7% | -$32K | 0.06% | 96 |
|
|
2020
Q4 | $409K | Buy |
+4,481
| New | +$315K | 0.08% | 73 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH