Wells Fargo’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
157,389
+120,409
| +326% | +$8.24M | ﹤0.01% | 1673 |
|
|
2025
Q1 | $2.81M | Buy |
36,980
+9,297
| +34% | +$706K | ﹤0.01% | 2560 |
|
|
2024
Q4 | $3.03M | Buy |
27,683
+8,170
| +42% | +$895K | ﹤0.01% | 2507 |
|
|
2024
Q3 | $1.54M | Sell |
19,513
-3,208
| -14% | -$254K | ﹤0.01% | 2934 |
|
|
2024
Q2 | $1.66M | Sell |
22,721
-966
| -4% | -$70.5K | ﹤0.01% | 2850 |
|
|
2024
Q1 | $2.01M | Buy |
23,687
+930
| +4% | +$78.9K | ﹤0.01% | 2685 |
|
|
2023
Q4 | $2.31M | Sell |
22,757
-8,786
| -28% | -$892K | ﹤0.01% | 2530 |
|
|
2023
Q3 | $3.2M | Sell |
31,543
-1,925
| -6% | -$195K | ﹤0.01% | 2275 |
|
|
2023
Q2 | $3.4M | Buy |
33,468
+13,119
| +64% | +$1.33M | ﹤0.01% | 2342 |
|
|
2023
Q1 | $2.08M | Buy |
20,349
+6,493
| +47% | +$665K | ﹤0.01% | 2654 |
|
|
2022
Q4 | $1.16M | Sell |
13,856
-2,900
| -17% | -$244K | ﹤0.01% | 2974 |
|
|
2022
Q3 | $1.3M | Sell |
16,756
-782
| -4% | -$60.9K | ﹤0.01% | 2874 |
|
|
2022
Q2 | $1.16M | Sell |
17,538
-126,441
| -88% | -$8.34M | ﹤0.01% | 3010 |
|
|
2022
Q1 | $17M | Sell |
143,979
-960
| -0.7% | -$113K | ﹤0.01% | 1371 |
|
|
2021
Q4 | $18.9M | Sell |
144,939
-564,224
| -80% | -$73.6M | ﹤0.01% | 1320 |
|
|
2021
Q3 | $100M | Buy |
709,163
+317,775
| +81% | +$44.8M | 0.02% | 648 |
|
|
2021
Q2 | $43.6M | Buy |
391,388
+72,276
| +23% | +$8.05M | 0.01% | 1139 |
|
|
2021
Q1 | $28.2M | Buy |
319,112
+86,303
| +37% | +$7.62M | 0.01% | 1365 |
|
|
2020
Q4 | $21.3M | Buy |
232,809
+127,576
| +121% | +$11.7M | 0.01% | 1506 |
|
|
2020
Q3 | $5.87M | Sell |
105,233
-13,012
| -11% | -$725K | ﹤0.01% | 2346 |
|
|
2020
Q2 | $6.33M | Sell |
118,245
-83,808
| -41% | -$4.48M | ﹤0.01% | 2223 |
|
|
2020
Q1 | $6.53M | Buy |
202,053
+99,572
| +97% | +$3.22M | ﹤0.01% | 2002 |
|
|
2019
Q4 | $4.31M | Buy |
102,481
+24,904
| +32% | +$1.05M | ﹤0.01% | 2670 |
|
|
2019
Q3 | $3.4M | Buy |
77,577
+3,473
| +5% | +$152K | ﹤0.01% | 2854 |
|
|
2019
Q2 | $4.31M | Buy |
74,104
+11,179
| +18% | +$649K | ﹤0.01% | 2687 |
|
|
2019
Q1 | $3.19M | Buy |
62,925
+6,588
| +12% | +$334K | ﹤0.01% | 2947 |
|
|
2018
Q4 | $2.02M | Buy |
56,337
+9,389
| +20% | +$337K | ﹤0.01% | 3205 |
|
|
2018
Q3 | $1.86M | Buy |
46,948
+3,654
| +8% | +$144K | ﹤0.01% | 3426 |
|
|
2018
Q2 | $1.06M | Sell |
43,294
-9,158
| -17% | -$224K | ﹤0.01% | 3894 |
|
|
2018
Q1 | $1.24M | Sell |
52,452
-1,923
| -4% | -$45.6K | ﹤0.01% | 3686 |
|
|
2017
Q4 | $1.16M | Buy |
54,375
+1,177
| +2% | +$25.2K | ﹤0.01% | 3769 |
|
|
2017
Q3 | $1.11M | Buy |
53,198
+10,917
| +26% | +$228K | ﹤0.01% | 3704 |
|
|
2017
Q2 | $805K | Buy |
42,281
+387
| +0.9% | +$7.37K | ﹤0.01% | 3815 |
|
|
2017
Q1 | $656K | Sell |
41,894
-703
| -2% | -$11K | ﹤0.01% | 3978 |
|
|
2016
Q4 | $581K | Buy |
42,597
+12,783
| +43% | +$174K | ﹤0.01% | 3991 |
|
|
2016
Q3 | $540K | Sell |
29,814
-4,861
| -14% | -$88K | ﹤0.01% | 3808 |
|
|
2016
Q2 | $474K | Sell |
34,675
-25,802
| -43% | -$353K | ﹤0.01% | 3835 |
|
|
2016
Q1 | $704K | Buy |
60,477
+11,820
| +24% | +$138K | ﹤0.01% | 3571 |
|
|
2015
Q4 | $855K | Buy |
48,657
+4,652
| +11% | +$81.7K | ﹤0.01% | 3497 |
|
|
2015
Q3 | $668K | Buy |
44,005
+33,793
| +331% | +$513K | ﹤0.01% | 3670 |
|
|
2015
Q2 | $141K | Buy |
10,212
+9,712
| +1,942% | +$134K | ﹤0.01% | 4654 |
|
|
2015
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 5520 |
|