Alta Wealth Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,027
| Closed | -$1.37M | – | 133 |
|
|
2024
Q1 | $1.37M | Sell |
5,027
-13
| -0.3% | -$3.55K | 0.7% | 38 |
|
|
2023
Q4 | $1.39M | Sell |
5,040
-13
| -0.3% | -$3.59K | 0.78% | 34 |
|
|
2023
Q3 | $1.09M | Sell |
5,053
-209
| -4% | -$44.9K | 0.67% | 45 |
|
|
2023
Q2 | $1.19M | Sell |
5,262
-28
| -0.5% | -$6.33K | 0.7% | 40 |
|
|
2023
Q1 | $1.09M | Buy |
5,290
+1,502
| +40% | +$310K | 0.69% | 41 |
|
|
2022
Q4 | $634K | Buy |
3,788
+1,298
| +52% | +$217K | 0.43% | 78 |
|
|
2022
Q3 | $379K | Sell |
2,490
-1
| -0% | -$152 | 0.27% | 108 |
|
|
2022
Q2 | $347K | Sell |
2,491
-508
| -17% | -$70.8K | 0.24% | 110 |
|
|
2022
Q1 | $718K | Sell |
2,999
-286
| -9% | -$68.5K | 0.43% | 67 |
|
|
2021
Q4 | $897K | Hold |
3,285
| – | – | 0.55% | 58 |
|
|
2021
Q3 | $821K | Buy |
3,285
+39
| +1% | +$9.75K | 0.6% | 57 |
|
|
2021
Q2 | $775K | Sell |
3,246
-14
| -0.4% | -$3.34K | 0.57% | 58 |
|
|
2021
Q1 | $810K | Hold |
3,260
| – | – | 0.68% | 52 |
|
|
2020
Q4 | $781K | Buy |
+3,260
| New | +$781K | 0.66% | 54 |
|