AE 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 | $3.17M | Buy |
13,195
+1,299
| +11% | +$312K | 0.02% | 437 |
|
|
2025
Q1 | $2.78M | Buy |
11,896
+46
| +0.4% | +$10.7K | 0.02% | 452 |
|
|
2024
Q4 | $3.06M | Sell |
11,850
-8
| -0.1% | -$2.06K | 0.03% | 444 |
|
|
2024
Q3 | $2.9M | Buy |
11,858
+466
| +4% | +$114K | 0.03% | 439 |
|
|
2024
Q2 | $2.55M | Buy |
11,392
+851
| +8% | +$190K | 0.03% | 464 |
|
|
2024
Q1 | $2.88M | Sell |
10,541
-31,167
| -75% | -$8.5M | 0.03% | 411 |
|
|
2023
Q4 | $12M | Sell |
41,708
-5,614
| -12% | -$1.62M | 0.06% | 352 |
|
|
2023
Q3 | $10.2M | Buy |
47,322
+212
| +0.5% | +$45.5K | 0.06% | 373 |
|
|
2023
Q2 | $10.6M | Sell |
47,110
-21,691
| -32% | -$4.9M | 0.06% | 353 |
|
|
2023
Q1 | $14.2M | Buy |
68,801
+5,897
| +9% | +$1.22M | 0.09% | 267 |
|
|
2022
Q4 | $10.5M | Buy |
62,904
+29,493
| +88% | +$4.94M | 0.08% | 308 |
|
|
2022
Q3 | $5.09M | Buy |
33,411
+4,982
| +18% | +$758K | 0.04% | 427 |
|
|
2022
Q2 | $3.97M | Buy |
28,429
+3,384
| +14% | +$472K | 0.03% | 452 |
|
|
2022
Q1 | $6M | Sell |
25,045
-436
| -2% | -$104K | 0.04% | 389 |
|
|
2021
Q4 | $6.96M | Sell |
25,481
-4,673
| -15% | -$1.28M | 0.05% | 355 |
|
|
2021
Q3 | $7.54M | Buy |
30,154
+4,845
| +19% | +$1.21M | 0.06% | 285 |
|
|
2021
Q2 | $6.04M | Buy |
25,309
+2,434
| +11% | +$581K | 0.05% | 318 |
|
|
2021
Q1 | $5.68M | Buy |
22,875
+2,900
| +15% | +$720K | 0.06% | 293 |
|
|
2020
Q4 | $4.79M | Buy |
19,975
+5,920
| +42% | +$1.42M | 0.05% | 280 |
|
|
2020
Q3 | $3.02M | Buy |
14,055
+4,263
| +44% | +$917K | 0.04% | 328 |
|
|
2020
Q2 | $1.84M | Buy |
9,792
+1,732
| +21% | +$325K | 0.03% | 435 |
|
|
2020
Q1 | $1.05M | Buy |
8,060
+6,185
| +330% | +$806K | 0.02% | 471 |
|
|
2019
Q4 | $308K | Buy |
1,875
+510
| +37% | +$83.8K | 0.01% | 891 |
|
|
2019
Q3 | $232K | Sell |
1,365
-598
| -30% | -$102K | 0.01% | 878 |
|
|
2019
Q2 | $404K | Buy |
+1,963
| New | +$404K | 0.01% | 648 |
|