MAP
Moody Aldrich Partners’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-41,733
| Closed | -$3.54M | – | 244 |
|
|
2024
Q1 | $3.54M | Sell |
41,733
-3,514
| -8% | -$298K | 0.6% | 75 |
|
|
2023
Q4 | $4.59M | Sell |
45,247
-17,281
| -28% | -$1.75M | 0.83% | 51 |
|
|
2023
Q3 | $6.34M | Buy |
62,528
+2,175
| +4% | +$220K | 1.2% | 25 |
|
|
2023
Q2 | $6.14M | Buy |
60,353
+22,255
| +58% | +$2.26M | 1.19% | 25 |
|
|
2023
Q1 | $3.9M | Sell |
38,098
-6,723
| -15% | -$689K | 0.79% | 51 |
|
|
2022
Q4 | $3.76M | Sell |
44,821
-19,194
| -30% | -$1.61M | 0.76% | 60 |
|
|
2022
Q3 | $4.98M | Buy |
64,015
+1,100
| +2% | +$85.6K | 1.03% | 39 |
|
|
2022
Q2 | $4.15M | Sell |
62,915
-11,452
| -15% | -$756K | 0.82% | 55 |
|
|
2022
Q1 | $8.78M | Buy |
74,367
+8,574
| +13% | +$1.01M | 1.23% | 29 |
|
|
2021
Q4 | $8.59M | Sell |
65,793
-10,279
| -14% | -$1.34M | 1.2% | 25 |
|
|
2021
Q3 | $10.7M | Buy |
+76,072
| New | +$10.7M | 1.36% | 18 |
|