Legacy Bridge’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 | $456K | Hold |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $669K | Hold |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $2.06M | Hold |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $866K | Hold |
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|
2022
Q4 | $710K | Hold |
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|
2022
Q3 | $658K | Hold |
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|
2022
Q2 | $558K | Hold |
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|
2022
Q1 | $998K | Hold |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $851K | Sell |
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|
2020
Q4 | $979K | Sell |
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|
2020
Q3 | $604K | Hold |
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|
2020
Q2 | $580K | Hold |
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|
2020
Q1 | $350K | Hold |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $475K | Hold |
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|
2019
Q2 | $630K | Sell |
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|
2019
Q1 | $552K | Hold |
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|
2018
Q4 | $391K | Buy |
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