Parallel Advisors’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
$3.56K Sell
2025
Q1
$7.82K Hold
2024
Q4
$11.3K Sell
2024
Q3
$8.62K Sell
2024
Q2
$8.47K Sell
2024
Q1
$17.7K Buy
2023
Q4
$18.9K Sell
2023
Q3
$32K Buy
2023
Q2
$24.1K Hold
2023
Q1
$24.3K Buy
2022
Q4
$19.8K Buy
2022
Q3
$10K Buy
2022
Q2
$7K Buy
2022
Q1
$6K Sell
2021
Q4
$29K Buy
2021
Q3
$24K Buy
2021
Q2
$10K Buy
2021
Q1
$1K Buy