Transatlantique Private Wealth’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 | $235K | Sell |
|
|||||
|
2025
Q1 | $390K | Sell |
|
|||||
|
2024
Q4 | $638K | Buy |
|
|||||
|
2024
Q3 | $377K | Sell |
|
|||||
|
2024
Q2 | $402K | Buy |
|
|||||
|
2024
Q1 | $363K | Sell |
|
|||||
|
2023
Q4 | $456K | Sell |
|
|||||
|
2023
Q3 | $495K | Hold |
|
|||||
|
2023
Q2 | $497K | Hold |
|
|||||
|
2023
Q1 | $500K | Hold |
|
|||||
|
2022
Q4 | $409K | Buy |
|
|||||
|
2022
Q3 | $310K | Buy |
|
|||||
|
2022
Q2 | $206K | Buy |
|