MML Investors Services’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
5,656
-85
| -1% | -$5.82K | ﹤0.01% | 2262 |
|
|
2025
Q1 | $436K | Buy |
5,741
+281
| +5% | +$21.3K | ﹤0.01% | 2074 |
|
|
2024
Q4 | $598K | Buy |
5,460
+77
| +1% | +$8.43K | ﹤0.01% | 1823 |
|
|
2024
Q3 | $426K | Sell |
5,383
-1,398
| -21% | -$111K | ﹤0.01% | 1963 |
|
|
2024
Q2 | $495K | Sell |
6,781
-1,731
| -20% | -$126K | ﹤0.01% | 1799 |
|
|
2024
Q1 | $722K | Buy |
8,512
+296
| +4% | +$25.1K | ﹤0.01% | 1599 |
|
|
2023
Q4 | $834K | Buy |
8,216
+388
| +5% | +$39.4K | ﹤0.01% | 1469 |
|
|
2023
Q3 | $793K | Sell |
7,828
-161
| -2% | -$16.3K | ﹤0.01% | 1356 |
|
|
2023
Q2 | $812K | Sell |
7,989
-507
| -6% | -$51.5K | ﹤0.01% | 1339 |
|
|
2023
Q1 | $870K | Sell |
8,496
-1,223
| -13% | -$125K | 0.01% | 1134 |
|
|
2022
Q4 | $816K | Sell |
9,719
-608
| -6% | -$51K | 0.01% | 1257 |
|
|
2022
Q3 | $803K | Buy |
10,327
+1,827
| +21% | +$142K | 0.01% | 1171 |
|
|
2022
Q2 | $561K | Buy |
8,500
+1,254
| +17% | +$82.8K | ﹤0.01% | 1345 |
|
|
2022
Q1 | $855K | Buy |
7,246
+2,992
| +70% | +$353K | 0.01% | 1173 |
|
|
2021
Q4 | $555K | Buy |
4,254
+655
| +18% | +$85.5K | ﹤0.01% | 1349 |
|
|
2021
Q3 | $507K | Buy |
3,599
+905
| +34% | +$127K | ﹤0.01% | 1346 |
|
|
2021
Q2 | $300K | Buy |
+2,694
| New | +$300K | ﹤0.01% | 1621 |
|