Stonebridge Capital Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $61K | Hold |
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|
2021
Q3 | $66K | Sell |
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|
2021
Q2 | $93K | Buy |
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|
2021
Q1 | $41K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $53K | Buy |
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