William Blair & Company’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,744
| Closed | -$300K | – | 1887 |
|
|
2024
Q4 | $300K | Sell |
2,744
-161
| -6% | -$17.6K | ﹤0.01% | 1283 |
|
|
2024
Q3 | $230K | Sell |
2,905
-60
| -2% | -$4.75K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $216K | Sell |
2,965
-27
| -0.9% | -$1.97K | ﹤0.01% | 1386 |
|
|
2024
Q1 | $254K | Sell |
2,992
-310
| -9% | -$26.3K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $335K | Buy |
3,302
+335
| +11% | +$34K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $301K | Buy |
2,967
+312
| +12% | +$31.6K | ﹤0.01% | 1231 |
|
|
2023
Q2 | $270K | Sell |
2,655
-15
| -0.6% | -$1.53K | ﹤0.01% | 1293 |
|
|
2023
Q1 | $273K | Buy |
+2,670
| New | +$273K | ﹤0.01% | 1276 |
|
|
2022
Q3 | – | Sell |
-4,675
| Closed | -$309K | – | 1889 |
|
|
2022
Q2 | $309K | Sell |
4,675
-526
| -10% | -$34.8K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $614K | Sell |
5,201
-2,333
| -31% | -$275K | ﹤0.01% | 1082 |
|
|
2021
Q4 | $983K | Buy |
7,534
+2,229
| +42% | +$291K | ﹤0.01% | 967 |
|
|
2021
Q3 | $748K | Sell |
5,305
-222
| -4% | -$31.3K | ﹤0.01% | 1030 |
|
|
2021
Q2 | $615K | Hold |
5,527
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q1 | $488K | Buy |
+5,527
| New | +$488K | ﹤0.01% | 1129 |
|