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 $547,421. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,925
Previous 7,105 2.53%
Holding current value
$547,421
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 $3.83B
  • 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
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.