Hardy Reed’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 | $219K | Sell |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $395K | Sell |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $257K | Buy |
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