Silvercrest Asset Management’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
$15M Buy
2025
Q1
$10.2M Buy
2023
Q3
Sell
2023
Q2
$1.28M Sell
2023
Q1
$20.1M Sell
2022
Q4
$22.6M Sell
2022
Q3
$21.9M Sell
2022
Q2
$19.7M Sell
2022
Q1
$36.1M Buy
2021
Q4
$26.4M Buy
2021
Q3
$28.1M Sell
2021
Q2
$30.8M Buy
2021
Q1
$23.9M Sell
2020
Q4
$42.4M Sell
2020
Q3
$30.4M Sell
2020
Q2
$30M Buy
2020
Q1
$15.3M Buy
2019
Q4
$9.39M Buy