A detailed history of Creative Planning transactions in Workiva Inc stock. As of the latest transaction made, Creative Planning holds 11,929 shares of WK stock, worth $1.35 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,929
Previous 6,876 73.49%
Holding current value
$1.35 Million
Previous $501,000 88.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$70.26 - $80.48 $355,023 - $406,665
5,053 Added 73.49%
11,929 $942,000
Q2 2024

Aug 15, 2024

BUY
$70.22 - $85.49 $80,331 - $97,800
1,144 Added 19.96%
6,876 $501,000
Q1 2024

May 10, 2024

BUY
$82.01 - $99.48 $124,737 - $151,309
1,521 Added 36.12%
5,732 $486,000
Q4 2023

Feb 14, 2024

SELL
$85.16 - $104.4 $35,596 - $43,639
-418 Reduced 9.03%
4,211 $427,000
Q3 2023

Nov 16, 2023

BUY
$96.5 - $112.52 $132,591 - $154,602
1,374 Added 42.21%
4,629 $469,000
Q2 2023

Jul 21, 2023

BUY
$85.76 - $102.9 $14,836 - $17,801
173 Added 5.61%
3,255 $330,000
Q1 2023

May 15, 2023

BUY
$81.17 - $102.41 $16,315 - $20,584
201 Added 6.98%
3,082 $315,000
Q4 2022

Feb 10, 2023

BUY
$66.7 - $85.47 $192,162 - $246,239
2,881 New
2,881 $241,000
Q2 2022

Aug 15, 2022

SELL
$62.01 - $122.35 $389,794 - $769,092
-6,286 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$93.64 - $128.13 $228,013 - $311,996
-2,435 Reduced 27.92%
6,286 $742,000
Q4 2021

Feb 11, 2022

BUY
$125.96 - $160.85 $68,900 - $87,984
547 Added 6.69%
8,721 $1.14 Million
Q4 2020

Jan 29, 2021

BUY
$53.83 - $93.34 $440,006 - $762,961
8,174 New
8,174 $749,000

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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