Mercer Global Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
5,389
-512
| -9% | -$35K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $448K | Buy |
5,901
+279
| +5% | +$21.2K | ﹤0.01% | 1532 |
|
|
2024
Q4 | $616K | Buy |
5,622
+10
| +0.2% | +$1.1K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $442K | Buy |
+5,612
| New | +$442K | ﹤0.01% | 1393 |
|
|
2024
Q2 | – | Sell |
-1,966
| Closed | -$525K | – | 2051 |
|
|
2024
Q1 | $525K | Sell |
1,966
-79
| -4% | -$21.1K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $208K | Sell |
2,045
-80
| -4% | -$8.14K | ﹤0.01% | 1824 |
|
|
2023
Q3 | $215K | Sell |
2,125
-94
| -4% | -$9.51K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $226K | Sell |
2,219
-193
| -8% | -$19.7K | ﹤0.01% | 1672 |
|
|
2023
Q1 | $247K | Sell |
2,412
-557
| -19% | -$57K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $249K | Buy |
2,969
+28
| +1% | +$2.35K | ﹤0.01% | 1597 |
|
|
2022
Q3 | $229K | Buy |
+2,941
| New | +$229K | ﹤0.01% | 1565 |
|
|
2022
Q2 | – | Sell |
-2,540
| Closed | -$300K | – | 1937 |
|
|
2022
Q1 | $300K | Buy |
2,540
+232
| +10% | +$27.4K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $301K | Buy |
2,308
+288
| +14% | +$37.6K | ﹤0.01% | 1461 |
|
|
2021
Q3 | $285K | Sell |
2,020
-24
| -1% | -$3.39K | ﹤0.01% | 1448 |
|
|
2021
Q2 | $228K | Buy |
+2,044
| New | +$228K | ﹤0.01% | 1508 |
|