George Kaiser Family Foundation’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.19M Sell
2023
Q1
$3.53M Sell
2022
Q4
$4.43M Hold
2022
Q3
$4.1M Buy
2022
Q2
$3.35M Sell
2022
Q1
$6.86M Buy
2021
Q4
$6.76M Buy
2021
Q3
$6.47M Hold
2021
Q2
$5.11M Buy
2021
Q1
$3.43M Buy
2020
Q4
$3.44M Buy
2020
Q3
$1.64M Buy