Kopp Family Office’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Sell |
100,859
-10,469
| -9% | -$717K | 4.47% | 9 |
|
|
2025
Q1 | $8.45M | Sell |
111,328
-260
| -0.2% | -$19.7K | 5.84% | 5 |
|
|
2024
Q4 | $12.2M | Sell |
111,588
-120
| -0.1% | -$13.1K | 7.74% | 6 |
|
|
2024
Q3 | $8.84M | Hold |
111,708
| – | – | 5.63% | 8 |
|
|
2024
Q2 | $8.15M | Buy |
111,708
+35,281
| +46% | +$2.58M | 5.06% | 8 |
|
|
2024
Q1 | $6.48M | Buy |
76,427
+41
| +0.1% | +$3.48K | 3.7% | 10 |
|
|
2023
Q4 | $7.76M | Hold |
76,386
| – | – | 4.53% | 8 |
|
|
2023
Q3 | $7.74M | Hold |
76,386
| – | – | 4.9% | 9 |
|
|
2023
Q2 | $7.77M | Buy |
76,386
+32,179
| +73% | +$3.27M | 4.17% | 10 |
|
|
2023
Q1 | $4.53M | Buy |
44,207
+22,518
| +104% | +$2.31M | 2.44% | 9 |
|
|
2022
Q4 | $1.82M | Buy |
+21,689
| New | +$1.82M | 1.1% | 12 |
|