Quantbot Technologies’s Workiva WK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
20,215
+10,537
+109% +$721K 0.04% 655
2025
Q1
$735K Buy
+9,678
New +$735K 0.02% 772
2024
Q4
Sell
-20,064
Closed -$1.59M 1874
2024
Q3
$1.59M Buy
20,064
+16,286
+431% +$1.29M 0.06% 472
2024
Q2
$276K Buy
3,778
+1,660
+78% +$121K 0.01% 893
2024
Q1
$180K Sell
2,118
-15,436
-88% -$1.31M 0.01% 1030
2023
Q4
$1.78M Buy
17,554
+10,257
+141% +$1.04M 0.1% 311
2023
Q3
$739K Sell
7,297
-7,963
-52% -$807K 0.05% 507
2023
Q2
$1.55M Buy
15,260
+15,060
+7,530% +$1.53M 0.1% 315
2023
Q1
$20.5K Buy
+200
New +$20.5K ﹤0.01% 1352
2022
Q4
Sell
-6,445
Closed -$501K 2160
2022
Q3
$501K Buy
+6,445
New +$501K 0.04% 584
2022
Q2
Sell
-2,180
Closed -$257K 2182
2022
Q1
$257K Sell
2,180
-5,588
-72% -$659K 0.02% 786
2021
Q4
$1.01M Buy
7,768
+5,062
+187% +$660K 0.08% 346
2021
Q3
$381K Buy
2,706
+546
+25% +$76.9K 0.03% 674
2021
Q2
$240K Sell
2,160
-1,056
-33% -$117K 0.02% 705
2021
Q1
$283K Buy
+3,216
New +$283K 0.03% 639
2020
Q1
Sell
-11,478
Closed -$482K 1438
2019
Q4
$482K Sell
11,478
-9,944
-46% -$418K 0.05% 417
2019
Q3
$938K Buy
21,422
+5,732
+37% +$251K 0.09% 272
2019
Q2
$911K Buy
15,690
+13,390
+582% +$777K 0.09% 261
2019
Q1
$116K Sell
2,300
-6,700
-74% -$338K 0.01% 736
2018
Q4
$323K Buy
9,000
+6,711
+293% +$241K 0.03% 542
2018
Q3
$90K Buy
+2,289
New +$90K 0.01% 907