Pictet Asset 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 | $499K | Sell |
7,292
-214
| -3% | -$14.6K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $570K | Buy |
7,506
+319
| +4% | +$24.2K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $787K | Buy |
7,187
+785
| +12% | +$86K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $507K | Buy |
6,402
+670
| +12% | +$53K | ﹤0.01% | 1322 |
|
|
2024
Q2 | $418K | Sell |
5,732
-148
| -3% | -$10.8K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $499K | Buy |
5,880
+168
| +3% | +$14.2K | ﹤0.01% | 1306 |
|
|
2023
Q4 | $580K | Hold |
5,712
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q3 | $579K | Buy |
+5,712
| New | +$579K | ﹤0.01% | 1159 |
|