Belpointe Asset Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-756
| Closed | -$209K | – | 841 |
|
|
2023
Q4 | $209K | Buy |
+756
| New | +$209K | 0.02% | 651 |
|
|
2023
Q2 | – | Sell |
-2,947
| Closed | -$609K | – | 3354 |
|
|
2023
Q1 | $609K | Buy |
2,947
+616
| +26% | +$127K | 0.03% | 482 |
|
|
2022
Q4 | $390K | Sell |
2,331
-665
| -22% | -$111K | 0.02% | 638 |
|
|
2022
Q3 | $456K | Buy |
2,996
+748
| +33% | +$114K | 0.03% | 538 |
|
|
2022
Q2 | $314K | Sell |
2,248
-492
| -18% | -$68.7K | 0.02% | 661 |
|
|
2022
Q1 | $656K | Buy |
2,740
+815
| +42% | +$195K | 0.04% | 445 |
|
|
2021
Q4 | $526K | Buy |
1,925
+53
| +3% | +$14.5K | 0.03% | 500 |
|
|
2021
Q3 | $467K | Sell |
1,872
-100
| -5% | -$24.9K | 0.03% | 531 |
|
|
2021
Q2 | $471K | Buy |
+1,972
| New | +$471K | 0.03% | 516 |
|
|
2019
Q2 | – | Sell |
-2,538
| Closed | -$489K | – | 661 |
|
|
2019
Q1 | $489K | Buy |
+2,538
| New | +$489K | 0.1% | 167 |
|