UBS Group’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8M | Buy |
552,669
+101,174
| +22% | +$6.93M | 0.01% | 1409 |
|
|
2025
Q1 | $34.3M | Sell |
451,495
-82,309
| -15% | -$6.25M | 0.01% | 1427 |
|
|
2024
Q4 | $58.5M | Buy |
533,804
+87,166
| +20% | +$9.54M | 0.01% | 1019 |
|
|
2024
Q3 | $35.3M | Buy |
446,638
+15,246
| +4% | +$1.21M | 0.01% | 989 |
|
|
2024
Q2 | $31.5M | Buy |
431,392
+20,610
| +5% | +$1.5M | 0.01% | 984 |
|
|
2024
Q1 | $34.8M | Buy |
410,782
+69,530
| +20% | +$5.9M | 0.01% | 923 |
|
|
2023
Q4 | $34.6M | Buy |
341,252
+38,613
| +13% | +$3.92M | 0.01% | 840 |
|
|
2023
Q3 | $30.7M | Buy |
302,639
+602
| +0.2% | +$61K | 0.01% | 817 |
|
|
2023
Q2 | $30.7M | Buy |
302,037
+26,304
| +10% | +$2.67M | 0.01% | 825 |
|
|
2023
Q1 | $28.2M | Buy |
275,733
+7,485
| +3% | +$767K | 0.01% | 834 |
|
|
2022
Q4 | $22.5M | Sell |
268,248
-3,491
| -1% | -$293K | 0.01% | 935 |
|
|
2022
Q3 | $21.1M | Sell |
271,739
-40,309
| -13% | -$3.14M | 0.01% | 888 |
|
|
2022
Q2 | $20.6M | Buy |
312,048
+128,789
| +70% | +$8.5M | 0.01% | 955 |
|
|
2022
Q1 | $21.6M | Buy |
183,259
+2,328
| +1% | +$275K | 0.01% | 1003 |
|
|
2021
Q4 | $23.6M | Sell |
180,931
-70,514
| -28% | -$9.2M | 0.01% | 1036 |
|
|
2021
Q3 | $35.4M | Buy |
251,445
+88,921
| +55% | +$12.5M | 0.01% | 800 |
|
|
2021
Q2 | $18.1M | Buy |
162,524
+109,090
| +204% | +$12.1M | 0.01% | 1167 |
|
|
2021
Q1 | $4.72M | Buy |
53,434
+31,531
| +144% | +$2.78M | ﹤0.01% | 2014 |
|
|
2020
Q4 | $2.01M | Buy |
21,903
+1,858
| +9% | +$170K | ﹤0.01% | 2630 |
|
|
2020
Q3 | $1.12M | Sell |
20,045
-837
| -4% | -$46.7K | ﹤0.01% | 2848 |
|
|
2020
Q2 | $1.12M | Buy |
20,882
+2,615
| +14% | +$140K | ﹤0.01% | 2736 |
|
|
2020
Q1 | $591K | Buy |
18,267
+161
| +0.9% | +$5.21K | ﹤0.01% | 3068 |
|
|
2019
Q4 | $761K | Sell |
18,106
-23,313
| -56% | -$980K | ﹤0.01% | 3564 |
|
|
2019
Q3 | $1.82M | Buy |
41,419
+15,998
| +63% | +$701K | ﹤0.01% | 2695 |
|
|
2019
Q2 | $1.48M | Buy |
25,421
+3,721
| +17% | +$216K | ﹤0.01% | 2743 |
|
|
2019
Q1 | $1.1M | Sell |
21,700
-19,926
| -48% | -$1.01M | ﹤0.01% | 2861 |
|
|
2018
Q4 | $1.49M | Buy |
41,626
+16,164
| +63% | +$580K | ﹤0.01% | 2672 |
|
|
2018
Q3 | $1.01M | Buy |
25,462
+3,936
| +18% | +$155K | ﹤0.01% | 3143 |
|
|
2018
Q2 | $525K | Buy |
21,526
+2,059
| +11% | +$50.2K | ﹤0.01% | 3511 |
|
|
2018
Q1 | $462K | Sell |
19,467
-29,382
| -60% | -$697K | ﹤0.01% | 3521 |
|
|
2017
Q4 | $1.05M | Buy |
48,849
+35,672
| +271% | +$763K | ﹤0.01% | 2992 |
|
|
2017
Q3 | $275K | Buy |
13,177
+1,548
| +13% | +$32.3K | ﹤0.01% | 3827 |
|
|
2017
Q2 | $222K | Sell |
11,629
-652
| -5% | -$12.4K | ﹤0.01% | 3841 |
|
|
2017
Q1 | $193K | Sell |
12,281
-12,833
| -51% | -$202K | ﹤0.01% | 3833 |
|
|
2016
Q4 | $343K | Buy |
25,114
+3,121
| +14% | +$42.6K | ﹤0.01% | 3572 |
|
|
2016
Q3 | $399K | Buy |
21,993
+5,993
| +37% | +$109K | ﹤0.01% | 3286 |
|
|
2016
Q2 | $219K | Hold |
16,000
| – | – | ﹤0.01% | 3698 |
|
|
2016
Q1 | $186K | Sell |
16,000
-1,650
| -9% | -$19.2K | ﹤0.01% | 3821 |
|
|
2015
Q4 | $310K | Buy |
17,650
+1,650
| +10% | +$29K | ﹤0.01% | 3478 |
|
|
2015
Q3 | $243K | Buy |
16,000
+1,931
| +14% | +$29.3K | ﹤0.01% | 3573 |
|
|
2015
Q2 | $195K | Buy |
14,069
+13,069
| +1,307% | +$181K | ﹤0.01% | 3891 |
|
|
2015
Q1 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 5663 |
|