Morgan Stanley’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90M | Buy |
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|
2025
Q2 | $19.9M | Buy |
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|
2025
Q1 | $16.4M | Sell |
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|
2024
Q4 | $29.4M | Sell |
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|
2024
Q3 | $35.3M | Buy |
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|
2024
Q2 | $21.4M | Buy |
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|
2024
Q1 | $24.7M | Sell |
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|
2023
Q4 | $53.3M | Buy |
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|
2023
Q3 | $19.9M | Sell |
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|
2023
Q2 | $26.6M | Buy |
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|
2023
Q1 | $26.5M | Buy |
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|
2022
Q4 | $19.4M | Buy |
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|
2022
Q3 | $9.53M | Sell |
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|
2022
Q2 | $8.8M | Buy |
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $11.6M | Sell |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $8.25M | Sell |
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|
2020
Q4 | $12.9M | Buy |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $5.6M | Buy |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $11.8M | Buy |
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|
2019
Q3 | $5.32M | Buy |
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|
2019
Q2 | $6.35M | Buy |
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|
2019
Q1 | $5.02M | Sell |
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|
2018
Q4 | $23.7M | Sell |
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|
2018
Q3 | $28.1M | Buy |
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|
2018
Q2 | $16.3M | Buy |
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|
2018
Q1 | $14.3M | Buy |
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|
2017
Q4 | $2.9M | Buy |
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|
2017
Q3 | $2.62M | Sell |
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|
2017
Q2 | $3.54M | Sell |
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|
2017
Q1 | $4.91M | Sell |
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|
2016
Q4 | $17.5M | Sell |
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|
2016
Q3 | $29M | Sell |
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|
2016
Q2 | $22.5M | Sell |
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|
2016
Q1 | $19.5M | Sell |
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|
2015
Q4 | $30.7M | Buy |
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|
2015
Q3 | $26.3M | Buy |
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|
2015
Q2 | $10M | Buy |
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|
2015
Q1 | $140K | Sell |
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|
2014
Q4 | $13.3M | Buy |
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