Atria Wealth Solutions’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
1,871
-897
-32% -$215K 0.01% 965
2025
Q1
$646K Sell
2,768
-57
-2% -$13.3K 0.01% 1067
2024
Q4
$729K Buy
2,825
+520
+23% +$134K 0.01% 1045
2024
Q3
$563K Sell
2,305
-4,891
-68% -$1.2M 0.01% 1179
2024
Q2
$1.61M Buy
7,196
+782
+12% +$175K 0.02% 702
2024
Q1
$1.75M Sell
6,414
-3,296
-34% -$899K 0.02% 683
2023
Q4
$2.68M Buy
9,710
+657
+7% +$181K 0.03% 503
2023
Q3
$1.95M Buy
9,053
+299
+3% +$64.2K 0.03% 570
2023
Q2
$1.98M Buy
8,754
+96
+1% +$21.7K 0.03% 567
2023
Q1
$1.79M Buy
8,658
+396
+5% +$81.8K 0.03% 580
2022
Q4
$1.38M Buy
8,262
+281
+4% +$47K 0.02% 630
2022
Q3
$1.21M Buy
+7,981
New +$1.21M 0.02% 648
2022
Q2
Sell
-923
Closed -$221K 1872
2022
Q1
$221K Buy
+923
New +$221K ﹤0.01% 1527