RSS
Rosenblum Silverman Sutton’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
24,731
+2,500
| +11% | +$171K | 0.41% | 42 |
|
|
2025
Q1 | $1.69M | Buy |
22,231
+639
| +3% | +$48.5K | 0.47% | 42 |
|
|
2024
Q4 | $2.36M | Sell |
21,592
-1,365
| -6% | -$149K | 0.59% | 36 |
|
|
2024
Q3 | $1.82M | Sell |
22,957
-4,640
| -17% | -$367K | 0.46% | 43 |
|
|
2024
Q2 | $2.01M | Buy |
27,597
+460
| +2% | +$33.6K | 0.54% | 39 |
|
|
2024
Q1 | $2.3M | Sell |
27,137
-1,255
| -4% | -$106K | 0.65% | 37 |
|
|
2023
Q4 | $2.88M | Sell |
28,392
-4,710
| -14% | -$478K | 0.92% | 34 |
|
|
2023
Q3 | $3.35M | Buy |
33,102
+40
| +0.1% | +$4.05K | 1.14% | 35 |
|
|
2023
Q2 | $3.36M | Buy |
33,062
+155
| +0.5% | +$15.8K | 1.11% | 33 |
|
|
2023
Q1 | $3.37M | Sell |
32,907
-3,510
| -10% | -$359K | 1.23% | 31 |
|
|
2022
Q4 | $3.06M | Sell |
36,417
-4,290
| -11% | -$360K | 1.11% | 34 |
|
|
2022
Q3 | $3.17M | Sell |
40,707
-1,537
| -4% | -$120K | 1.15% | 32 |
|
|
2022
Q2 | $2.79M | Buy |
42,244
+1,015
| +2% | +$67K | 0.91% | 40 |
|
|
2022
Q1 | $4.87M | Buy |
41,229
+265
| +0.6% | +$31.3K | 1.25% | 31 |
|
|
2021
Q4 | $5.35M | Buy |
40,964
+6,775
| +20% | +$884K | 1.2% | 31 |
|
|
2021
Q3 | $4.82M | Buy |
34,189
+2,514
| +8% | +$354K | 1.1% | 35 |
|
|
2021
Q2 | $3.53M | Buy |
31,675
+4,620
| +17% | +$514K | 0.79% | 40 |
|
|
2021
Q1 | $2.39M | Buy |
27,055
+1,845
| +7% | +$163K | 0.61% | 39 |
|
|
2020
Q4 | $2.31M | Buy |
+25,210
| New | +$2.31M | 0.6% | 39 |
|