BRWA
B. Riley Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
+1,325
| New | +$318K | 0.01% | 674 |
|
|
2024
Q4 | $221K | Sell |
857
-575
| -40% | -$148K | 0.01% | 996 |
|
|
2024
Q3 | $349K | Sell |
1,432
-443
| -24% | -$108K | 0.01% | 881 |
|
|
2024
Q2 | $419K | Sell |
1,875
-542
| -22% | -$121K | 0.01% | 893 |
|
|
2024
Q1 | $519K | Buy |
2,417
+525
| +28% | +$113K | 0.01% | 770 |
|
|
2023
Q4 | $522K | Sell |
1,892
-525
| -22% | -$145K | 0.01% | 786 |
|
|
2023
Q3 | $519K | Buy |
2,417
+450
| +23% | +$96.7K | 0.01% | 770 |
|
|
2023
Q2 | $441K | Buy |
1,967
+241
| +14% | +$54.1K | 0.01% | 915 |
|
|
2023
Q1 | $354K | Buy |
+1,726
| New | +$354K | 0.01% | 977 |
|
|
2022
Q2 | – | Sell |
-1,392
| Closed | -$333K | – | 1397 |
|
|
2022
Q1 | $333K | Buy |
+1,392
| New | +$333K | 0.01% | 960 |
|
|
2021
Q3 | – | Sell |
-1,316
| Closed | -$318K | – | 1476 |
|
|
2021
Q2 | $318K | Sell |
1,316
-2,218
| -63% | -$536K | 0.01% | 994 |
|
|
2021
Q1 | $876K | Buy |
3,534
+2,264
| +178% | +$561K | 0.03% | 522 |
|
|
2020
Q4 | $305K | Buy |
+1,270
| New | +$305K | 0.02% | 751 |
|
|
2020
Q3 | – | Sell |
-1,462
| Closed | -$275K | – | 983 |
|
|
2020
Q2 | $275K | Sell |
1,462
-3,594
| -71% | -$676K | 0.02% | 663 |
|
|
2020
Q1 | $660K | Sell |
5,056
-519
| -9% | -$67.7K | 0.06% | 319 |
|
|
2019
Q4 | $918K | Buy |
5,575
+546
| +11% | +$89.9K | 0.08% | 255 |
|
|
2019
Q3 | $856K | Sell |
5,029
-121
| -2% | -$20.6K | 0.08% | 247 |
|
|
2019
Q2 | $1.06M | Sell |
5,150
-7,441
| -59% | -$1.53M | 0.12% | 199 |
|
|
2019
Q1 | $2.43M | Buy |
12,591
+6,925
| +122% | +$1.34M | 0.3% | 78 |
|
|
2018
Q4 | $906K | Sell |
5,666
-1,100
| -16% | -$176K | 0.13% | 171 |
|
|
2018
Q3 | $989K | Buy |
+6,766
| New | +$989K | 0.12% | 193 |
|
|
2015
Q1 | – | Sell |
-3,214
| Closed | -$2.31K | – | 1968 |
|
|
2014
Q4 | $2.31K | Buy |
+3,214
| New | +$2.31K | 0.05% | 510 |
|