B.O.S.S. Retirement Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$881K Sell
3,670
-265
-7% -$63.6K 0.22% 93
2025
Q1
$919K Sell
3,935
-266
-6% -$62.1K 0.27% 74
2024
Q4
$1.08M Buy
+4,201
New +$1.08M 0.3% 70
2024
Q1
Sell
-6,554
Closed -$1.81M 239
2023
Q4
$1.81M Buy
6,554
+6
+0.1% +$1.66K 0.35% 92
2023
Q3
$1.41M Buy
6,548
+335
+5% +$72K 0.3% 121
2023
Q2
$1.4M Buy
6,213
+396
+7% +$89.5K 0.3% 144
2023
Q1
$1.2M Buy
5,817
+506
+10% +$105K 0.28% 133
2022
Q4
$889K Buy
+5,311
New +$889K 0.23% 142