Burling 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 Q2	–	Sell	-954	Closed	-$223K	–	181
2025 Q1	$223K	Sell	954 -69	-7%	-$16.1K	0.05%	158
2024 Q4	$264K	Buy	+1,023	New	+$264K	0.05%	147