Wealth Alliance Workiva Inc Transaction History

Wealth Alliance

  • $818 Million
  • Q3 2024

A detailed history of Wealth Alliance transactions in Workiva Inc stock. As of the latest transaction made, Wealth Alliance holds 2,834 shares of WK stock, worth $320,752. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,834
Previous 2,763 2.57%
Holding current value
$320,752
Previous $201,000 11.44%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
317
Shares Held
41.3M
Call Options Held
71.8K
Put Options Held
55.9K
View Full List

About WORKIVA INC

WK Quotes by TradingView
  • 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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