Occudo Quantitative Strategies’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $982K | Buy |
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|
2024
Q4 | $678K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.84M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.17M | Buy |
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|
2022
Q1 | $4.72M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $3.08M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $612K | Buy |
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