Pathstone Holdings’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
9,227
-9,122
| -50% | -$624K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $1.39M | Buy |
18,349
+1,277
| +7% | +$96.9K | 0.01% | 1180 |
|
|
2024
Q4 | $1.87M | Buy |
17,072
+114
| +0.7% | +$12.5K | 0.01% | 1007 |
|
|
2024
Q3 | $1.34M | Sell |
16,958
-5,708
| -25% | -$452K | 0.01% | 1204 |
|
|
2024
Q2 | $1.65M | Sell |
22,666
-3,210
| -12% | -$234K | 0.01% | 1018 |
|
|
2024
Q1 | $2.19M | Buy |
25,876
+20,449
| +377% | +$1.73M | 0.01% | 854 |
|
|
2023
Q4 | $551K | Buy |
+5,427
| New | +$551K | ﹤0.01% | 1438 |
|