Zurich Cantonal Bank’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Hold |
13,269
| – | – | ﹤0.01% | 1283 |
|
|
2025
Q1 | $1.01M | Buy |
13,269
+586
| +5% | +$44.5K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $1.39M | Buy |
12,683
+2,127
| +20% | +$233K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $835K | Hold |
10,556
| – | – | ﹤0.01% | 1223 |
|
|
2024
Q2 | $770K | Sell |
10,556
-9,834
| -48% | -$718K | ﹤0.01% | 1201 |
|
|
2024
Q1 | $1.73M | Buy |
20,390
+10,195
| +100% | +$865K | 0.01% | 807 |
|
|
2023
Q4 | $1.04M | Buy |
10,195
+261
| +3% | +$26.5K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $1.01M | Buy |
9,934
+1,389
| +16% | +$141K | ﹤0.01% | 964 |
|
|
2023
Q2 | $869K | Buy |
8,545
+924
| +12% | +$93.9K | ﹤0.01% | 999 |
|
|
2023
Q1 | $780K | Buy |
7,621
+594
| +8% | +$60.8K | ﹤0.01% | 1021 |
|
|
2022
Q4 | $590K | Buy |
7,027
+996
| +17% | +$83.6K | ﹤0.01% | 1154 |
|
|
2022
Q3 | $469K | Hold |
6,031
| – | – | ﹤0.01% | 1233 |
|
|
2022
Q2 | $398K | Buy |
6,031
+904
| +18% | +$59.7K | ﹤0.01% | 1364 |
|
|
2022
Q1 | $605K | Sell |
5,127
-620
| -11% | -$73.2K | ﹤0.01% | 1231 |
|
|
2021
Q4 | $750K | Buy |
5,747
+2,110
| +58% | +$275K | ﹤0.01% | 1173 |
|
|
2021
Q3 | $513K | Buy |
3,637
+375
| +11% | +$52.9K | ﹤0.01% | 1279 |
|
|
2021
Q2 | $363K | Buy |
3,262
+233
| +8% | +$25.9K | ﹤0.01% | 1422 |
|
|
2021
Q1 | $267K | Sell |
3,029
-1,333
| -31% | -$118K | ﹤0.01% | 1615 |
|
|
2020
Q4 | $400K | Buy |
4,362
+540
| +14% | +$49.5K | ﹤0.01% | 1407 |
|
|
2020
Q3 | $213K | Hold |
3,822
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q2 | $204K | Buy |
3,822
+1,351
| +55% | +$72.1K | ﹤0.01% | 1510 |
|
|
2020
Q1 | $80K | Buy |
2,471
+597
| +32% | +$19.3K | ﹤0.01% | 1728 |
|
|
2019
Q4 | $79K | Hold |
1,874
| – | – | ﹤0.01% | 1875 |
|
|
2019
Q3 | $82K | Hold |
1,874
| – | – | ﹤0.01% | 1727 |
|
|
2019
Q2 | $109K | Buy |
1,874
+335
| +22% | +$19.5K | ﹤0.01% | 1572 |
|
|
2019
Q1 | $78K | Sell |
1,539
-1,892
| -55% | -$95.9K | ﹤0.01% | 1733 |
|
|
2018
Q4 | $123K | Hold |
3,431
| – | – | ﹤0.01% | 1483 |
|
|
2018
Q3 | $136K | Hold |
3,431
| – | – | ﹤0.01% | 1533 |
|
|
2018
Q2 | $84K | Sell |
3,431
-1,237
| -26% | -$30.3K | ﹤0.01% | 1754 |
|
|
2018
Q1 | $111K | Hold |
4,668
| – | – | ﹤0.01% | 1534 |
|
|
2017
Q4 | $100K | Buy |
4,668
+926
| +25% | +$19.8K | ﹤0.01% | 1564 |
|
|
2017
Q3 | $78K | Hold |
3,742
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q2 | $71K | Hold |
3,742
| – | – | ﹤0.01% | 1561 |
|
|
2017
Q1 | $59K | Buy |
+3,742
| New | +$59K | ﹤0.01% | 1654 |
|