LPL Financial’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 | $830K | Sell |
13,916
-6,559
| -32% | -$457K | ﹤0.01% | 4340 |
|
|
2025
Q4 | $1.77M | Buy |
20,475
+185
| +0.9% | +$16.4K | ﹤0.01% | 3524 |
|
|
2025
Q3 | $1.75M | Buy |
20,290
+2,355
| +13% | +$177K | ﹤0.01% | 3441 |
|
|
2025
Q2 | $1.23M | Buy |
17,935
+1,541
| +9% | +$106K | ﹤0.01% | 3565 |
|
|
2025
Q1 | $1.24M | Buy |
16,394
+1,860
| +13% | +$176K | ﹤0.01% | 3367 |
|
|
2024
Q4 | $1.59M | Buy |
14,534
+527
| +4% | +$48.6K | ﹤0.01% | 3080 |
|
|
2024
Q3 | $1.11M | Sell |
14,007
-5,995
| -30% | -$450K | ﹤0.01% | 3296 |
|
|
2024
Q2 | $1.46M | Buy |
20,002
+592
| +3% | +$46.6K | ﹤0.01% | 2900 |
|
|
2024
Q1 | $1.65M | Buy |
19,410
+677
| +4% | +$61K | ﹤0.01% | 2712 |
|
|
2023
Q4 | $1.9M | Sell |
18,733
-2,041
| -10% | -$197K | ﹤0.01% | 2451 |
|
|
2023
Q3 | $2.11M | Buy |
20,774
+16,140
| +348% | +$1.68M | ﹤0.01% | 2248 |
|
|
2023
Q2 | $471K | Sell |
4,634
-79
| -2% | -$7.6K | ﹤0.01% | 3503 |
|
|
2023
Q1 | $483K | Sell |
4,713
-86
| -2% | -$7.79K | ﹤0.01% | 3361 |
|
|
2022
Q4 | $403K | Buy |
4,799
+183
| +4% | +$14.2K | ﹤0.01% | 3439 |
|
|
2022
Q3 | $359K | Sell |
4,616
-1,272
| -22% | -$86.8K | ﹤0.01% | 3433 |
|
|
2022
Q2 | $389K | Buy |
5,888
+297
| +5% | +$24.7K | ﹤0.01% | 3421 |
|
|
2022
Q1 | $660K | Buy |
5,591
+845
| +18% | +$93.4K | ﹤0.01% | 2972 |
|
|
2021
Q4 | $619K | Sell |
4,746
-1,670
| -26% | -$236K | ﹤0.01% | 3091 |
|
|
2021
Q3 | $904K | Buy |
6,416
+519
| +9% | +$70.3K | ﹤0.01% | 2695 |
|
|
2021
Q2 | $657K | Buy |
5,897
+44
| +0.8% | +$4.27K | ﹤0.01% | 2922 |
|
|
2021
Q1 | $517K | Buy |
5,853
+26
| +0.4% | +$2.57K | ﹤0.01% | 2993 |
|
|
2020
Q4 | $534K | Sell |
5,827
-27
| -0.5% | -$1.9K | ﹤0.01% | 2691 |
|
|
2020
Q3 | $326K | Buy |
+5,854
| New | +$326K | ﹤0.01% | 2846 |
|
|
2019
Q4 | – | Sell |
-7,346
| Closed | -$322K | – | 3426 |
|
|
2019
Q3 | $322K | Sell |
7,346
-3,348
| -31% | -$176K | ﹤0.01% | 2621 |
|
|
2019
Q2 | $621K | Buy |
+10,694
| New | +$573K | ﹤0.01% | 2103 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH