Tradition Wealth 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 | $313K | Buy |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $377K | Hold |
|
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|
2024
Q2 | $348K | Hold |
|
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|
2024
Q1 | $404K | Hold |
|
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|
2023
Q4 | $484K | Hold |
|
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|
2023
Q3 | $483K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $292K | Buy |
|