A detailed history of Icon Wealth Advisors, LLC transactions in Workiva Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,608 shares of WK stock, worth $181,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,608
Previous 4,574 64.84%
Holding current value
$181,993
Previous $333,000 61.86%
% of portfolio
0.0%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$70.26 - $80.48 $106,233 - $121,685
1,512 Added 94.03%
3,120 $246,000
Q3 2024

Nov 12, 2024

SELL
$70.26 - $80.48 $208,391 - $238,703
-2,966 Reduced 64.84%
1,608 $127,000
Q2 2024

Aug 14, 2024

SELL
$70.22 - $85.49 $71,062 - $86,515
-1,012 Reduced 18.12%
4,574 $333,000
Q1 2024

May 15, 2024

SELL
$82.01 - $99.48 $46,171 - $56,007
-563 Reduced 9.16%
5,586 $473,000
Q4 2023

Feb 14, 2024

SELL
$85.16 - $104.4 $29,380 - $36,018
-345 Reduced 5.31%
6,149 $624,000
Q4 2022

Feb 14, 2023

SELL
$66.7 - $85.47 $33,750 - $43,247
-506 Reduced 7.23%
6,494 $545,000
Q3 2022

Jan 25, 2023

BUY
$59.95 - $77.8 $419,650 - $544,600
7,000 New
7,000 $545,000

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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