Talbot Financial’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Hold |
10,500
| – | – | 0.07% | 51 |
|
|
2025
Q1 | $797K | Hold |
10,500
| – | – | 0.1% | 50 |
|
|
2024
Q4 | $1.15M | Hold |
10,500
| – | – | 0.14% | 50 |
|
|
2024
Q3 | $831K | Hold |
10,500
| – | – | 0.1% | 51 |
|
|
2024
Q2 | $766K | Hold |
10,500
| – | – | 0.1% | 47 |
|
|
2024
Q1 | $890K | Hold |
10,500
| – | – | 0.12% | 49 |
|
|
2023
Q4 | $1.07M | Hold |
10,500
| – | – | 0.16% | 47 |
|
|
2023
Q3 | $1.06M | Hold |
10,500
| – | – | 0.19% | 48 |
|
|
2023
Q2 | $1.07M | Hold |
10,500
| – | – | 0.18% | 48 |
|
|
2023
Q1 | $1.08M | Hold |
10,500
| – | – | 0.2% | 49 |
|
|
2022
Q4 | $882K | Buy |
+10,500
| New | +$882K | 0.18% | 49 |
|