TwinBeech Capital’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-104,824
| Closed | -$7.96M | – | 1008 |
|
|
2025
Q1 | $7.96M | Buy |
+104,824
| New | +$7.96M | 0.14% | 180 |
|
|
2024
Q3 | – | Sell |
-71,496
| Closed | -$5.22M | – | 924 |
|
|
2024
Q2 | $5.22M | Buy |
+71,496
| New | +$5.22M | 0.1% | 224 |
|
|
2024
Q1 | – | Sell |
-17,014
| Closed | -$1.73M | – | 889 |
|
|
2023
Q4 | $1.73M | Buy |
+17,014
| New | +$1.73M | 0.03% | 424 |
|
|
2022
Q1 | – | Sell |
-16,225
| Closed | -$2.12M | – | 765 |
|
|
2021
Q4 | $2.12M | Buy |
+16,225
| New | +$2.12M | 0.12% | 225 |
|
|
2021
Q2 | – | Sell |
-4,220
| Closed | -$372K | – | 674 |
|
|
2021
Q1 | $372K | Buy |
+4,220
| New | +$372K | 0.05% | 343 |
|