Berger Financial Group’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.24M	Buy	21,820 +524	+2%	+$126K	0.34%	76
2025 Q1	$4.97M	Buy	+21,296	New	+$4.97M	0.35%	77
2024 Q4	–	Sell	-3,802	Closed	-$929K	–	432
2024 Q3	$929K	Buy	+3,802	New	+$929K	0.07%	167