1858 Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Hold
952
0.17% 105
2025
Q1
$222K Sell
952
-292
-23% -$68.2K 0.19% 106
2024
Q4
$321K Sell
1,244
-1,076
-46% -$278K 0.25% 81
2024
Q3
$567K Sell
2,320
-580
-20% -$142K 0.47% 56
2024
Q2
$648K Sell
2,900
-3,016
-51% -$674K 0.54% 55
2024
Q1
$1.63M Hold
5,916
1.55% 17
2023
Q4
$1.63M Buy
+5,916
New +$1.63M 1.55% 17