Bartlett & Co Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
568
-1
| -0.2% | -$240 | ﹤0.01% | 490 |
|
|
2025
Q1 | $133K | Buy |
569
+19
| +3% | +$4.44K | ﹤0.01% | 498 |
|
|
2024
Q4 | $142K | Hold |
550
| – | – | ﹤0.01% | 493 |
|
|
2024
Q3 | $134K | Hold |
550
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $123K | Buy |
550
+500
| +1,000% | +$112K | ﹤0.01% | 511 |
|
|
2024
Q1 | $13.6K | Sell |
50
-140
| -74% | -$38.2K | ﹤0.01% | 880 |
|
|
2023
Q4 | $52.5K | Buy |
+190
| New | +$52.5K | ﹤0.01% | 698 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$9.77K | – | 1286 |
|
|
2022
Q2 | $9.77K | Buy |
+70
| New | +$9.77K | ﹤0.01% | 870 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$955 | – | 1084 |
|
|
2021
Q2 | $955 | Hold |
4
| – | – | ﹤0.01% | 961 |
|
|
2021
Q1 | $994 | Hold |
4
| – | – | ﹤0.01% | 974 |
|
|
2020
Q4 | $958 | Buy |
+4
| New | +$958 | ﹤0.01% | 1054 |
|