HighTower Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
18,374
-1,537
| -8% | -$105K | ﹤0.01% | 1850 |
|
|
2025
Q1 | $1.51M | Sell |
19,911
-1,850
| -9% | -$140K | ﹤0.01% | 1683 |
|
|
2024
Q4 | $2.38M | Sell |
21,761
-1,017
| -4% | -$111K | ﹤0.01% | 1410 |
|
|
2024
Q3 | $1.81M | Sell |
22,778
-1,657
| -7% | -$131K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $1.79M | Sell |
24,435
-2,866
| -10% | -$209K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $2.32M | Sell |
27,301
-510
| -2% | -$43.3K | ﹤0.01% | 1352 |
|
|
2023
Q4 | $2.81M | Buy |
27,811
+335
| +1% | +$33.8K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $2.77M | Sell |
27,476
-1,793
| -6% | -$181K | 0.01% | 1204 |
|
|
2023
Q2 | $2.96M | Sell |
29,269
-1,116
| -4% | -$113K | 0.01% | 1138 |
|
|
2023
Q1 | $3.1M | Sell |
30,385
-2,480
| -8% | -$253K | 0.01% | 1071 |
|
|
2022
Q4 | $2.77M | Sell |
32,865
-2,785
| -8% | -$235K | 0.01% | 1099 |
|
|
2022
Q3 | $2.78M | Sell |
35,650
-309
| -0.9% | -$24.1K | 0.01% | 1052 |
|
|
2022
Q2 | $2.38M | Buy |
35,959
+274
| +0.8% | +$18.2K | 0.01% | 1154 |
|
|
2022
Q1 | $4.2M | Buy |
35,685
+1,023
| +3% | +$121K | 0.01% | 982 |
|
|
2021
Q4 | $4.52M | Buy |
34,662
+594
| +2% | +$77.5K | 0.01% | 947 |
|
|
2021
Q3 | $4.81M | Buy |
34,068
+259
| +0.8% | +$36.6K | 0.01% | 834 |
|
|
2021
Q2 | $3.76M | Sell |
33,809
-3,419
| -9% | -$380K | 0.01% | 923 |
|
|
2021
Q1 | $3.29M | Buy |
+37,228
| New | +$3.29M | 0.01% | 890 |
|
|
2020
Q4 | – | Sell |
-52,764
| Closed | -$2.94M | – | 2634 |
|
|
2020
Q3 | $2.94M | Sell |
52,764
-1,655
| -3% | -$92.3K | 0.01% | 735 |
|
|
2020
Q2 | $2.91M | Buy |
54,419
+6,319
| +13% | +$338K | 0.02% | 679 |
|
|
2020
Q1 | $1.56M | Hold |
48,100
| – | – | 0.01% | 827 |
|
|
2019
Q4 | $2.02M | Buy |
48,100
+1,000
| +2% | +$42K | 0.01% | 851 |
|
|
2019
Q3 | $2.06M | Buy |
47,100
+1,000
| +2% | +$43.8K | 0.01% | 878 |
|
|
2019
Q2 | $2.68M | Hold |
46,100
| – | – | 0.02% | 796 |
|
|
2019
Q1 | $2.34M | Sell |
46,100
-5,000
| -10% | -$254K | 0.02% | 793 |
|
|
2018
Q4 | $1.84M | Hold |
51,100
| – | – | 0.01% | 800 |
|
|
2018
Q3 | $2.02M | Hold |
51,100
| – | – | 0.01% | 828 |
|
|
2018
Q2 | $1.25M | Hold |
51,100
| – | – | 0.01% | 1027 |
|
|
2018
Q1 | $1.21M | Sell |
51,100
-1,000
| -2% | -$23.7K | 0.01% | 999 |
|
|
2017
Q4 | $1.11M | Hold |
52,100
| – | – | 0.01% | 1053 |
|
|
2017
Q3 | $1.09M | Buy |
52,100
+100
| +0.2% | +$2.08K | 0.01% | 1053 |
|
|
2017
Q2 | $991K | Sell |
52,000
-5,732
| -10% | -$109K | 0.01% | 1055 |
|
|
2017
Q1 | $904K | Buy |
57,732
+900
| +2% | +$14.1K | 0.01% | 1072 |
|
|
2016
Q4 | $775K | Buy |
56,832
+1,170
| +2% | +$16K | 0.01% | 1080 |
|
|
2016
Q3 | $1.01M | Sell |
55,662
-7,445
| -12% | -$135K | 0.01% | 908 |
|
|
2016
Q2 | $860K | Sell |
63,107
-630
| -1% | -$8.59K | 0.01% | 949 |
|
|
2016
Q1 | $743K | Buy |
+63,737
| New | +$743K | ﹤0.01% | 1117 |
|
|
2015
Q4 | – | Sell |
-62,977
| Closed | -$959K | – | 2093 |
|
|
2015
Q3 | $959K | Buy |
+62,977
| New | +$959K | 0.01% | 908 |
|