Winton 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 | $790K | Buy |
+11,536
| New | +$790K | 0.04% | 491 |
|
|
2021
Q2 | – | Sell |
-3,394
| Closed | -$300K | – | 1527 |
|
|
2021
Q1 | $300K | Buy |
3,394
+970
| +40% | +$85.7K | 0.02% | 1142 |
|
|
2020
Q4 | $222K | Sell |
2,424
-16,514
| -87% | -$1.51M | 0.02% | 1153 |
|
|
2020
Q3 | $1.06M | Buy |
+18,938
| New | +$1.06M | 0.03% | 801 |
|
|
2019
Q1 | – | Sell |
-7,772
| Closed | -$279K | – | 1197 |
|
|
2018
Q4 | $279K | Buy |
7,772
+2,421
| +45% | +$86.9K | 0.01% | 692 |
|
|
2018
Q3 | $211K | Sell |
5,351
-4,031
| -43% | -$159K | ﹤0.01% | 960 |
|
|
2018
Q2 | $229K | Buy |
+9,382
| New | +$229K | 0.01% | 930 |
|