AO
Advisor OS’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
2,815
-83
| -3% | -$19.9K | 0.07% | 203 |
|
|
2025
Q1 | $677K | Buy |
2,898
+129
| +5% | +$30.1K | 0.08% | 181 |
|
|
2024
Q4 | $714K | Sell |
2,769
-800
| -22% | -$206K | 0.08% | 166 |
|
|
2024
Q3 | $872K | Sell |
3,569
-83
| -2% | -$20.3K | 0.09% | 176 |
|
|
2024
Q2 | $816K | Buy |
3,652
+1,851
| +103% | +$414K | 0.09% | 183 |
|
|
2024
Q1 | $491K | Buy |
+1,801
| New | +$491K | 0.06% | 238 |
|