Beacon Pointe Advisors, LLC Workiva Inc Transaction History

Beacon Pointe Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$85.16 - $104.4 $1,277 - $1,566	-15 Reduced 0.74%	2,000 $203,000
Q3 2023 Nov 14, 2023	BUY	$96.5 - $112.52 $1,447 - $1,687	15 Added 0.75%	2,015 $204,000
Q1 2023 May 12, 2023	BUY	$81.17 - $102.41 $162,340 - $204,820	2,000 New	2,000 $204,000
Q2 2022 Aug 11, 2022	SELL	$62.01 - $122.35 $193,161 - $381,120	-3,115 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$93.64 - $128.13 $104,408 - $142,864	1,115 Added 55.75%	3,115 $368,000
Q4 2021 Feb 14, 2022	SELL	$125.96 - $160.85 $69,907 - $89,271	-555 Reduced 21.72%	2,000 $261,000
Q1 2021 May 18, 2021	BUY	$82.51 - $114.68 $210,813 - $293,007	2,555 New	2,555 $226,000

317

41.3M

71.8K

55.9K

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $5.48B
Description
Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...

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