Fuller & Thaler Asset Management’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
$69M Buy
2022
Q3
Sell
2022
Q2
$1K Sell
2022
Q1
$14.4M Sell
2021
Q4
$17.7M Sell
2021
Q3
$19.3M Sell
2021
Q2
$16.1M Sell
2021
Q1
$13.2M Buy
2020
Q4
$13.4M Buy
2019
Q3
Sell
2019
Q2
$9.57M Buy
2019
Q1
$8.33M Buy