Franklin Resources’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 | $852K | Sell |
14,295
-702
| -5% | -$49K | ﹤0.01% | 2240 |
|
|
2025
Q4 | $1.29M | Buy |
14,997
+2,517
| +20% | +$223K | ﹤0.01% | 1973 |
|
|
2025
Q3 | $1.07M | Buy |
12,480
+8,691
| +229% | +$653K | ﹤0.01% | 2062 |
|
|
2025
Q2 | $259K | Buy |
3,789
+523
| +16% | +$36K | ﹤0.01% | 2622 |
|
|
2025
Q1 | $248K | Buy |
3,266
+297
| +10% | +$28.1K | ﹤0.01% | 2574 |
|
|
2024
Q4 | $325K | Buy |
2,969
+240
| +9% | +$22.1K | ﹤0.01% | 2475 |
|
|
2024
Q3 | $218K | Buy |
2,729
+268
| +11% | +$20.1K | ﹤0.01% | 2613 |
|
|
2024
Q2 | $180K | Buy |
2,461
+361
| +17% | +$28.4K | ﹤0.01% | 2580 |
|
|
2024
Q1 | $178K | Buy |
2,100
+8
| +0.4% | +$721 | ﹤0.01% | 2620 |
|
|
2023
Q4 | $212K | Buy |
2,092
+544
| +35% | +$52.5K | ﹤0.01% | 2327 |
|
|
2023
Q3 | $157K | Buy |
1,548
+323
| +26% | +$33.6K | ﹤0.01% | 2382 |
|
|
2023
Q2 | $125K | Buy |
1,225
+1,079
| +739% | +$104K | ﹤0.01% | 2499 |
|
|
2023
Q1 | $15K | Hold |
146
| – | – | ﹤0.01% | 2263 |
|
|
2022
Q4 | $12.3K | Sell |
146
-5,336
| -97% | -$414K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $426K | Sell |
5,482
-942
| -15% | -$64.3K | ﹤0.01% | 1738 |
|
|
2022
Q2 | $424K | Sell |
6,424
-8,502
| -57% | -$708K | ﹤0.01% | 1752 |
|
|
2022
Q1 | $1.76M | Sell |
14,926
-679
| -4% | -$75.1K | ﹤0.01% | 1450 |
|
|
2021
Q4 | $2.04M | Buy |
15,605
+293
| +2% | +$41.3K | ﹤0.01% | 1491 |
|
|
2021
Q3 | $2.16M | Buy |
15,312
+12,127
| +381% | +$1.64M | ﹤0.01% | 1435 |
|
|
2021
Q2 | $355K | Buy |
3,185
+976
| +44% | +$94.8K | ﹤0.01% | 1679 |
|
|
2021
Q1 | $195K | Buy |
2,209
+1,849
| +514% | +$183K | ﹤0.01% | 1816 |
|
|
2020
Q4 | $33K | Buy |
+360
| New | +$25.3K | ﹤0.01% | 1850 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH