Avitas Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.26M | Sell |
4,875
-11
| -0.2% | -$2.84K | 0.17% | 124 |
|
|
2024
Q3 | $1.19M | Sell |
4,886
-4
| -0.1% | -$978 | 0.17% | 130 |
|
|
2024
Q2 | $1.09M | Sell |
4,890
-10
| -0.2% | -$2.24K | 0.16% | 134 |
|
|
2024
Q1 | $1.34M | Buy |
4,900
+52
| +1% | +$14.2K | 0.2% | 121 |
|
|
2023
Q4 | $1.34M | Buy |
4,848
+135
| +3% | +$37.3K | 0.22% | 113 |
|
|
2023
Q3 | $1.01M | Buy |
+4,713
| New | +$1.01M | 0.19% | 126 |
|
|
2020
Q1 | – | Sell |
-9,979
| Closed | -$1.64M | – | 174 |
|
|
2019
Q4 | $1.64M | Sell |
9,979
-2,582
| -21% | -$425K | 0.42% | 90 |
|
|
2019
Q3 | $2.14M | Buy |
12,561
+125
| +1% | +$21.2K | 0.59% | 77 |
|
|
2019
Q2 | $2.56M | Sell |
12,436
-6,911
| -36% | -$1.42M | 0.71% | 63 |
|
|
2019
Q1 | $3.73M | Buy |
19,347
+124
| +0.6% | +$23.9K | 1.09% | 25 |
|
|
2018
Q4 | $3.07M | Buy |
19,223
+8,165
| +74% | +$1.3M | 1.01% | 36 |
|
|
2018
Q3 | $1.61M | Buy |
11,058
+308
| +3% | +$45K | 0.46% | 94 |
|
|
2018
Q2 | $1.3M | Buy |
+10,750
| New | +$1.3M | 0.41% | 98 |
|