Kopp Family Office’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 | $4.96M | Sell |
|
|||||
|
2025
Q2 | $6.9M | Sell |
|
|||||
|
2025
Q1 | $8.45M | Sell |
|
|||||
|
2024
Q4 | $12.2M | Sell |
|
|||||
|
2024
Q3 | $8.84M | Hold |
|
|||||
|
2024
Q2 | $8.15M | Buy |
|
|||||
|
2024
Q1 | $6.48M | Buy |
|
|||||
|
2023
Q4 | $7.75M | Hold |
|
|||||
|
2023
Q3 | $7.74M | Hold |
|
|||||
|
2023
Q2 | $7.76M | Buy |
|
|||||
|
2023
Q1 | $4.53M | Buy |
|
|||||
|
2022
Q4 | $1.82M | Buy |
|