O'Shaughnessy Asset Management’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 | – | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $544K | Sell |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $423K | Buy |
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|
2020
Q4 | $237K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $72K | Buy |
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|
2019
Q2 | $91K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $349K | Hold |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $191K | Buy |
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