Jacobs Levy Equity Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $11.5M | Sell |
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|
2024
Q3 | $18M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $2.57M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6.89M | Sell |
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|
2020
Q4 | $27.6M | Sell |
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|
2020
Q3 | $18.3M | Sell |
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|
2020
Q2 | $21.1M | Buy |
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|
2020
Q1 | $12.7M | Buy |
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|
2019
Q4 | $16.4M | Buy |
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|
2019
Q3 | $14.9M | Buy |
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|
2019
Q2 | $17.1M | Buy |
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|
2019
Q1 | $14.3M | Buy |
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|
2018
Q4 | $7.39M | Buy |
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|
2018
Q3 | $7.73M | Sell |
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|
2018
Q2 | $5.37M | Buy |
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|
2018
Q1 | $3.63M | Buy |
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|
2017
Q4 | $3.15M | Buy |
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|
2017
Q3 | $2.04M | Buy |
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|
2017
Q2 | $970K | Buy |
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|
2017
Q1 | $636K | Buy |
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|
2016
Q4 | $534K | Buy |
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|
2016
Q3 | $567K | Hold |
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|
2016
Q2 | $427K | Sell |
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|
2016
Q1 | $369K | Buy |
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