BSW Wealth Partners’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-776
| Closed | -$200K | – | 333 |
|
|
2024
Q4 | $200K | Buy |
+776
| New | +$200K | 0.03% | 297 |
|
|
2024
Q3 | – | Sell |
-1,182
| Closed | -$264K | – | 331 |
|
|
2024
Q2 | $264K | Sell |
1,182
-111
| -9% | -$24.8K | 0.04% | 233 |
|
|
2024
Q1 | $353K | Buy |
1,293
+256
| +25% | +$69.8K | 0.06% | 189 |
|
|
2023
Q4 | $286K | Buy |
1,037
+20
| +2% | +$5.52K | 0.06% | 209 |
|
|
2023
Q3 | $219K | Buy |
+1,017
| New | +$219K | 0.05% | 218 |
|