Mutual of America Capital Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
93,101
+15,817
| +20% | +$1.08M | 0.07% | 328 |
|
|
2025
Q1 | $5.87M | Buy |
77,284
+6,344
| +9% | +$482K | 0.07% | 349 |
|
|
2024
Q4 | $7.77M | Buy |
70,940
+16,881
| +31% | +$1.85M | 0.08% | 257 |
|
|
2024
Q3 | $4.28M | Buy |
54,059
+31,421
| +139% | +$2.49M | 0.05% | 544 |
|
|
2024
Q2 | $1.65M | Sell |
22,638
-981
| -4% | -$71.6K | 0.02% | 931 |
|
|
2024
Q1 | $2M | Sell |
23,619
-1,919
| -8% | -$163K | 0.02% | 897 |
|
|
2023
Q4 | $2.59M | Sell |
25,538
-1,155
| -4% | -$117K | 0.03% | 782 |
|
|
2023
Q3 | $2.71M | Sell |
26,693
-1,107
| -4% | -$112K | 0.03% | 714 |
|
|
2023
Q2 | $2.83M | Buy |
+27,800
| New | +$2.83M | 0.03% | 764 |
|