Tradition Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
4,577
+70
| +2% | +$4.79K | 0.03% | 344 |
|
|
2025
Q1 | $342K | Hold |
4,507
| – | – | 0.03% | 316 |
|
|
2024
Q4 | $494K | Sell |
4,507
-257
| -5% | -$28.1K | 0.04% | 245 |
|
|
2024
Q3 | $377K | Hold |
4,764
| – | – | 0.03% | 286 |
|
|
2024
Q2 | $348K | Hold |
4,764
| – | – | 0.03% | 289 |
|
|
2024
Q1 | $404K | Hold |
4,764
| – | – | 0.04% | 251 |
|
|
2023
Q4 | $484K | Hold |
4,764
| – | – | 0.05% | 197 |
|
|
2023
Q3 | $483K | Hold |
4,764
| – | – | 0.06% | 179 |
|
|
2023
Q2 | $484K | Hold |
4,764
| – | – | 0.06% | 182 |
|
|
2023
Q1 | $488K | Hold |
4,764
| – | – | 0.06% | 175 |
|
|
2022
Q4 | $400K | Hold |
4,764
| – | – | 0.06% | 187 |
|
|
2022
Q3 | $371K | Buy |
4,764
+339
| +8% | +$26.4K | 0.06% | 187 |
|
|
2022
Q2 | $292K | Buy |
+4,425
| New | +$292K | 0.04% | 220 |
|