Beacon Pointe 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 | $1.19M | Sell |
4,940
-396
| -7% | -$95K | 0.01% | 615 |
|
|
2025
Q1 | $1.25M | Buy |
5,336
+1,536
| +40% | +$359K | 0.01% | 573 |
|
|
2024
Q4 | $981K | Sell |
3,800
-498
| -12% | -$128K | 0.01% | 631 |
|
|
2024
Q3 | $1.05M | Sell |
4,298
-1,405
| -25% | -$343K | 0.01% | 620 |
|
|
2024
Q2 | $1.28M | Buy |
5,703
+33
| +0.6% | +$7.38K | 0.02% | 577 |
|
|
2024
Q1 | $1.55M | Buy |
5,670
+681
| +14% | +$186K | 0.02% | 554 |
|
|
2023
Q4 | $1.38M | Sell |
4,989
-327
| -6% | -$90.3K | 0.02% | 571 |
|
|
2023
Q3 | $1.14M | Buy |
5,316
+1,644
| +45% | +$353K | 0.01% | 589 |
|
|
2023
Q2 | $829K | Buy |
3,672
+159
| +5% | +$35.9K | 0.01% | 565 |
|
|
2023
Q1 | $725K | Sell |
3,513
-710
| -17% | -$147K | 0.01% | 636 |
|
|
2022
Q4 | $707K | Buy |
4,223
+1,020
| +32% | +$171K | 0.01% | 591 |
|
|
2022
Q3 | $490K | Sell |
3,203
-2,993
| -48% | -$458K | 0.01% | 645 |
|
|
2022
Q2 | $865K | Sell |
6,196
-2,974
| -32% | -$415K | 0.02% | 505 |
|
|
2022
Q1 | $2.2M | Buy |
9,170
+7,558
| +469% | +$1.81M | 0.03% | 426 |
|
|
2021
Q4 | $440K | Sell |
1,612
-18,947
| -92% | -$5.17M | 0.01% | 609 |
|
|
2021
Q3 | $5.14M | Buy |
+20,559
| New | +$5.14M | 0.13% | 170 |
|
|
2020
Q3 | – | Sell |
-2,268
| Closed | -$424K | – | 437 |
|
|
2020
Q2 | $424K | Buy |
2,268
+28
| +1% | +$5.24K | 0.04% | 255 |
|
|
2020
Q1 | $292K | Buy |
+2,240
| New | +$292K | 0.05% | 238 |
|