Lazard Asset Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Sell |
1,911
-1,786
| -48% | -$125K | ﹤0.01% | 1714 |
|
|
2025
Q4 | $319K | Sell |
3,697
-47,455
| -93% | -$4.2M | ﹤0.01% | 1508 |
|
|
2025
Q3 | $4.4M | Buy |
+51,152
| New | +$3.84M | 0.01% | 613 |
|
|
2025
Q2 | – | Sell |
-18,676
| Closed | -$1.42M | – | 2557 |
|
|
2025
Q1 | $1.42M | Buy |
18,676
+3,103
| +20% | +$293K | ﹤0.01% | 1077 |
|
|
2024
Q4 | $1.71M | Buy |
15,573
+15,423
| +10,282% | +$1.42M | ﹤0.01% | 939 |
|
|
2024
Q3 | $11K | Sell |
150
-4,158
| -97% | -$312K | ﹤0.01% | 2028 |
|
|
2024
Q2 | $314K | Buy |
4,308
+2,025
| +89% | +$159K | ﹤0.01% | 1407 |
|
|
2024
Q1 | $193K | Sell |
2,283
-357
| -14% | -$32.2K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $267K | Sell |
2,640
-150,701
| -98% | -$14.5M | ﹤0.01% | 1297 |
|
|
2023
Q3 | $15.5M | Buy |
+153,341
| New | +$15.9M | 0.02% | 443 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$8K | – | 2591 |
|
|
2022
Q4 | $8K | Buy |
+100
| New | +$7.75K | ﹤0.01% | 2223 |
|
|
2022
Q3 | – | Sell |
-703
| Closed | -$46K | – | 2596 |
|
|
2022
Q2 | $46K | Hold |
703
| – | – | ﹤0.01% | 1859 |
|
|
2022
Q1 | $82K | Buy |
+703
| New | +$77.7K | ﹤0.01% | 1492 |
|
|
2021
Q4 | – | Sell |
-11,723
| Closed | -$1.65M | – | 2480 |
|
|
2021
Q3 | $1.65M | Buy |
+11,723
| New | +$1.59M | ﹤0.01% | 952 |
|
|
2021
Q1 | – | Sell |
-3,336
| Closed | -$305K | – | 2049 |
|
|
2020
Q4 | $305K | Buy |
+3,336
| New | +$234K | ﹤0.01% | 1049 |
|
|
2020
Q1 | – | Sell |
-2,312
| Closed | -$97K | – | 1779 |
|
|
2019
Q4 | $97K | Sell |
2,312
-40,363
| -95% | -$1.7M | ﹤0.01% | 967 |
|
|
2019
Q3 | $1.87M | Buy |
+42,675
| New | +$2.25M | ﹤0.01% | 678 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH