Hardy Reed’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
3,425
-38
| -1% | -$2.6K | 0.02% | 219 |
|
|
2025
Q1 | $263K | Hold |
3,463
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $379K | Hold |
3,463
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $274K | Buy |
3,463
+38
| +1% | +$3.01K | 0.02% | 201 |
|
|
2024
Q2 | $250K | Hold |
3,425
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $290K | Buy |
3,425
+215
| +7% | +$18.2K | 0.04% | 92 |
|
|
2023
Q4 | $326K | Sell |
3,210
-15
| -0.5% | -$1.52K | 0.04% | 88 |
|
|
2023
Q3 | $327K | Hold |
3,225
| – | – | 0.06% | 76 |
|
|
2023
Q2 | $328K | Hold |
3,225
| – | – | 0.06% | 73 |
|
|
2023
Q1 | $330K | Sell |
3,225
-363
| -10% | -$37.2K | 0.06% | 81 |
|
|
2022
Q4 | $301K | Hold |
3,588
| – | – | 0.06% | 82 |
|
|
2022
Q3 | $279K | Buy |
3,588
+443
| +14% | +$34.4K | 0.06% | 67 |
|
|
2022
Q2 | $208K | Sell |
3,145
-17
| -0.5% | -$1.12K | 0.04% | 76 |
|
|
2022
Q1 | $373K | Buy |
3,162
+135
| +4% | +$15.9K | 0.07% | 57 |
|
|
2021
Q4 | $395K | Sell |
3,027
-464
| -13% | -$60.5K | 0.07% | 70 |
|
|
2021
Q3 | $492K | Hold |
3,491
| – | – | 0.09% | 57 |
|
|
2021
Q2 | $389K | Buy |
3,491
+200
| +6% | +$22.3K | 0.07% | 64 |
|
|
2021
Q1 | $290K | Buy |
3,291
+490
| +17% | +$43.2K | 0.06% | 78 |
|
|
2020
Q4 | $257K | Buy |
+2,801
| New | +$257K | 0.05% | 87 |
|