AWM
Avior Wealth Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
1,647
+513
| +45% | +$123K | 0.01% | 496 |
|
|
2025
Q1 | $265K | Sell |
1,134
-471
| -29% | -$110K | 0.01% | 579 |
|
|
2024
Q4 | $414K | Sell |
1,605
-107
| -6% | -$27.6K | 0.02% | 502 |
|
|
2024
Q3 | $418K | Hold |
1,712
| – | – | 0.02% | 497 |
|
|
2024
Q2 | $383K | Sell |
1,712
-283
| -14% | -$63.3K | 0.02% | 505 |
|
|
2024
Q1 | $544K | Buy |
1,995
+112
| +6% | +$30.5K | 0.03% | 419 |
|
|
2023
Q4 | $520K | Hold |
1,883
| – | – | 0.03% | 338 |
|
|
2023
Q3 | $405K | Hold |
1,883
| – | – | 0.03% | 376 |
|
|
2023
Q2 | $425K | Hold |
1,883
| – | – | 0.03% | 382 |
|
|
2023
Q1 | $389K | Hold |
1,883
| – | – | 0.03% | 410 |
|
|
2022
Q4 | $315K | Hold |
1,883
| – | – | 0.02% | 399 |
|
|
2022
Q3 | $286K | Hold |
1,883
| – | – | 0.02% | 388 |
|
|
2022
Q2 | $262K | Sell |
1,883
-39
| -2% | -$5.43K | 0.03% | 378 |
|
|
2022
Q1 | $459K | Sell |
1,922
-195
| -9% | -$46.6K | 0.04% | 308 |
|
|
2021
Q4 | $577K | Hold |
2,117
| – | – | 0.05% | 299 |
|
|
2021
Q3 | $528K | Hold |
2,117
| – | – | 0.04% | 304 |
|
|
2021
Q2 | $505K | Sell |
2,117
-333
| -14% | -$79.4K | 0.05% | 295 |
|
|
2021
Q1 | $608K | Hold |
2,450
| – | – | 0.07% | 258 |
|
|
2020
Q4 | $586K | Buy |
2,450
+119
| +5% | +$28.5K | 0.07% | 235 |
|
|
2020
Q3 | $500K | Hold |
2,331
| – | – | 0.07% | 234 |
|
|
2020
Q2 | $436K | Buy |
2,331
+731
| +46% | +$137K | 0.07% | 257 |
|
|
2020
Q1 | $208K | Buy |
1,600
+1,500
| +1,500% | +$195K | 0.04% | 339 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2019
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 544 |
|
|
2019
Q2 | $21K | Buy |
+100
| New | +$21K | ﹤0.01% | 518 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$15K | – | 726 |
|
|
2018
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 551 |
|