Wealth Alliance Workiva Inc Transaction History

Wealth Alliance

$799 Million
Q1 2025

A detailed history of Wealth Alliance transactions in Workiva Inc stock. As of the latest transaction made, Wealth Alliance holds 2,886 shares of WK stock, worth $200,721. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,886

Previous 2,795 3.26%

Holding current value

$200,721

Previous $306,000 28.43%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$75.91 - $114.09 $6,907 - $10,382	91 Added 3.26%	2,886 $219,000
Q4 2024 Feb 03, 2025	SELL	$76.11 - $114.78 $2,968 - $4,476	-39 Reduced 1.38%	2,795 $306,000
Q3 2024 Nov 04, 2024	BUY	$70.26 - $80.48 $4,988 - $5,714	71 Added 2.57%	2,834 $224,000
Q2 2024 Aug 09, 2024	BUY	$70.22 - $85.49 $194,017 - $236,208	2,763 New	2,763 $201,000
Q4 2023 Jan 30, 2024	BUY	$85.16 - $104.4 $10,304 - $12,632	121 Added 4.84%	2,620 $266,000
Q3 2023 Nov 09, 2023	SELL	$96.5 - $112.52 $1,737 - $2,025	-18 Reduced 0.72%	2,499 $253,000
Q2 2023 Aug 02, 2023	BUY	$85.76 - $102.9 $14,064 - $16,875	164 Added 6.97%	2,517 $255,000
Q1 2023 May 10, 2023	SELL	$81.17 - $102.41 $25,812 - $32,566	-318 Reduced 11.91%	2,353 $240,000
Q4 2022 Feb 13, 2023	BUY	$66.7 - $85.47 $178,155 - $228,290	2,671 New	2,671 $224,000
Q2 2022 Aug 15, 2022	SELL	$62.01 - $122.35 $112,796 - $222,554	-1,819 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$93.64 - $128.13 $25,563 - $34,979	273 Added 17.66%	1,819 $215,000
Q4 2021 Feb 14, 2022	BUY	$125.96 - $160.85 $12,218 - $15,602	97 Added 6.69%	1,546 $202,000
Q3 2021 Nov 12, 2021	BUY	$113.04 - $154.12 $163,794 - $223,319	1,449 New	1,449 $204,000

Others Institutions Holding WK

# of Institutions

356

Shares Held

44M

Call Options Held

20.7K

Put Options Held

102K

View Full List

About WORKIVA INC

Ticker WK
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,456,200
Market Cap $3.37B
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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