Franklin Resources’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
3,789
+523
| +16% | +$35.8K | ﹤0.01% | 2609 |
|
|
2025
Q1 | $248K | Buy |
3,266
+297
| +10% | +$22.5K | ﹤0.01% | 2562 |
|
|
2024
Q4 | $325K | Buy |
2,969
+240
| +9% | +$26.3K | ﹤0.01% | 2467 |
|
|
2024
Q3 | $218K | Buy |
2,729
+268
| +11% | +$21.4K | ﹤0.01% | 2605 |
|
|
2024
Q2 | $180K | Buy |
2,461
+361
| +17% | +$26.3K | ﹤0.01% | 2576 |
|
|
2024
Q1 | $178K | Buy |
2,100
+8
| +0.4% | +$678 | ﹤0.01% | 2609 |
|
|
2023
Q4 | $212K | Buy |
2,092
+544
| +35% | +$55.2K | ﹤0.01% | 2319 |
|
|
2023
Q3 | $157K | Buy |
1,548
+323
| +26% | +$32.7K | ﹤0.01% | 2373 |
|
|
2023
Q2 | $125K | Buy |
1,225
+1,079
| +739% | +$110K | ﹤0.01% | 2489 |
|
|
2023
Q1 | $15K | Hold |
146
| – | – | ﹤0.01% | 2261 |
|
|
2022
Q4 | $12.3K | Sell |
146
-5,336
| -97% | -$448K | ﹤0.01% | 2296 |
|
|
2022
Q3 | $426K | Sell |
5,482
-942
| -15% | -$73.2K | ﹤0.01% | 1735 |
|
|
2022
Q2 | $424K | Sell |
6,424
-8,502
| -57% | -$561K | ﹤0.01% | 1750 |
|
|
2022
Q1 | $1.76M | Sell |
14,926
-679
| -4% | -$80.1K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $2.04M | Buy |
15,605
+293
| +2% | +$38.2K | ﹤0.01% | 1489 |
|
|
2021
Q3 | $2.16M | Buy |
15,312
+12,127
| +381% | +$1.71M | ﹤0.01% | 1432 |
|
|
2021
Q2 | $355K | Buy |
3,185
+976
| +44% | +$109K | ﹤0.01% | 1676 |
|
|
2021
Q1 | $195K | Buy |
2,209
+1,849
| +514% | +$163K | ﹤0.01% | 1812 |
|
|
2020
Q4 | $33K | Buy |
+360
| New | +$33K | ﹤0.01% | 1846 |
|