A detailed history of Mount Yale Investment Advisors, LLC transactions in Workiva Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,685 shares of WK stock, worth $417,068. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,685
Previous 2,949 24.96%
Holding current value
$417,068
Previous $215,000 35.35%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$70.26 - $80.48 $51,711 - $59,233
736 Added 24.96%
3,685 $291,000
Q2 2024

Aug 13, 2024

BUY
$70.22 - $85.49 $207,078 - $252,110
2,949 New
2,949 $215,000
Q4 2023

Feb 12, 2024

SELL
$85.16 - $104.4 $2,384 - $2,923
-28 Reduced 1.21%
2,284 $231,000
Q3 2023

Oct 11, 2023

SELL
$96.5 - $112.52 $41,495 - $48,383
-430 Reduced 15.68%
2,312 $234,000
Q2 2023

Aug 14, 2023

SELL
$85.76 - $102.9 $54,028 - $64,827
-630 Reduced 18.68%
2,742 $278,000
Q1 2023

May 11, 2023

BUY
$81.17 - $102.41 $273,705 - $345,326
3,372 New
3,372 $345,000
Q2 2022

Aug 02, 2022

SELL
$62.01 - $122.35 $145,785 - $287,644
-2,351 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$93.64 - $128.13 $51,689 - $70,727
552 Added 30.68%
2,351 $277,000
Q4 2021

Feb 02, 2022

SELL
$125.96 - $160.85 $3,904 - $4,986
-31 Reduced 1.69%
1,799 $235,000
Q3 2021

Nov 02, 2021

BUY
$113.04 - $154.12 $206,863 - $282,039
1,830 New
1,830 $258,000

Others Institutions Holding WK

About WORKIVA INC


  • 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...
More about WK
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