Icon Wealth 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 | – | Sell |
-1,434
| Closed | -$109K | – | 537 |
|
|
2025
Q1 | $109K | Sell |
1,434
-1,472
| -51% | -$112K | 0.01% | 465 |
|
|
2024
Q4 | $318K | Sell |
2,906
-214
| -7% | -$23.4K | 0.03% | 291 |
|
|
2024
Q3 | $247K | Sell |
3,120
-1,454
| -32% | -$115K | 0.02% | 320 |
|
|
2024
Q2 | $337K | Sell |
4,574
-1,012
| -18% | -$74.7K | 0.03% | 266 |
|
|
2024
Q1 | $474K | Sell |
5,586
-563
| -9% | -$47.7K | 0.04% | 218 |
|
|
2023
Q4 | $624K | Buy |
+6,149
| New | +$624K | 0.07% | 166 |
|
|
2022
Q4 | $545K | Sell |
6,494
-506
| -7% | -$42.5K | 0.06% | 181 |
|
|
2022
Q3 | $545K | Buy |
+7,000
| New | +$545K | 0.07% | 179 |
|