A detailed history of Icon Wealth Partners, LLC transactions in Workiva Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 6,925 shares of WK stock, worth $656,974. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,925
Previous 7,105 2.53%
Holding current value
$656,974
Previous $722,000 2.91%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$96.5 - $112.52 $17,370 - $20,253
-180 Reduced 2.53%
6,925 $701,000
Q2 2023

Aug 03, 2023

SELL
$85.76 - $102.9 $90,562 - $108,662
-1,056 Reduced 12.94%
7,105 $722,000
Q1 2023

May 11, 2023

SELL
$81.17 - $102.41 $125,082 - $157,813
-1,541 Reduced 15.88%
8,161 $835,000
Q2 2022

Jul 19, 2022

SELL
$62.01 - $122.35 $133,321 - $263,052
-2,150 Reduced 18.14%
9,702 $640,000
Q1 2022

Apr 19, 2022

SELL
$93.64 - $128.13 $111,899 - $153,115
-1,195 Reduced 9.16%
11,852 $1.4 Million
Q4 2021

Jan 19, 2022

SELL
$125.96 - $160.85 $31,238 - $39,890
-248 Reduced 1.87%
13,047 $1.7 Million
Q3 2021

Nov 15, 2021

BUY
$113.04 - $154.12 $69,971 - $95,400
619 Added 4.88%
13,295 $1.87 Million
Q2 2021

Jul 30, 2021

BUY
$86.14 - $114.26 $133,172 - $176,645
1,546 Added 13.89%
12,676 $1.41 Million
Q1 2021

Apr 26, 2021

BUY
$82.51 - $114.68 $200,994 - $279,360
2,436 Added 28.02%
11,130 $982,000
Q4 2020

Feb 08, 2021

BUY
$53.83 - $93.34 $104,430 - $181,079
1,940 Added 28.72%
8,694 $797,000
Q3 2020

Oct 22, 2020

BUY
$52.6 - $61.28 $355,260 - $413,885
6,754 New
6,754 $376,000

Others Institutions Holding WK

About WORKIVA INC


  • Ticker WK
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,456,200
  • Market Cap $4.6B
  • 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...
More about WK
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