CAPTRUST Financial 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 | $3.14M | Buy |
13,064
+1,459
| +13% | +$350K | 0.01% | 780 |
|
|
2025
Q1 | $2.71M | Sell |
11,605
-2,621
| -18% | -$612K | 0.01% | 784 |
|
|
2024
Q4 | $3.67M | Buy |
14,226
+1,373
| +11% | +$354K | 0.01% | 627 |
|
|
2024
Q3 | $3.14M | Buy |
12,853
+2,506
| +24% | +$612K | 0.01% | 685 |
|
|
2024
Q2 | $2.31M | Buy |
10,347
+1,588
| +18% | +$355K | 0.01% | 758 |
|
|
2024
Q1 | $2.39M | Sell |
8,759
-1,538
| -15% | -$419K | 0.01% | 733 |
|
|
2023
Q4 | $2.84M | Buy |
10,297
+1,731
| +20% | +$478K | 0.01% | 761 |
|
|
2023
Q3 | $1.84M | Buy |
8,566
+3,490
| +69% | +$750K | 0.01% | 895 |
|
|
2023
Q2 | $1.15M | Buy |
5,076
+11
| +0.2% | +$2.49K | ﹤0.01% | 1124 |
|
|
2023
Q1 | $1.05M | Buy |
5,065
+936
| +23% | +$193K | ﹤0.01% | 1013 |
|
|
2022
Q4 | $691K | Buy |
4,129
+180
| +5% | +$30.1K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $601K | Buy |
3,949
+1,951
| +98% | +$297K | ﹤0.01% | 1163 |
|
|
2022
Q2 | $279K | Sell |
1,998
-342
| -15% | -$47.8K | ﹤0.01% | 1466 |
|
|
2022
Q1 | $560K | Buy |
2,340
+369
| +19% | +$88.3K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $538K | Buy |
1,971
+123
| +7% | +$33.6K | ﹤0.01% | 1083 |
|
|
2021
Q3 | $462K | Buy |
1,848
+408
| +28% | +$102K | ﹤0.01% | 1069 |
|
|
2021
Q2 | $344K | Buy |
1,440
+150
| +12% | +$35.8K | ﹤0.01% | 1187 |
|
|
2021
Q1 | $320K | Buy |
1,290
+748
| +138% | +$186K | ﹤0.01% | 1196 |
|
|
2020
Q4 | $130K | Buy |
542
+138
| +34% | +$33.1K | ﹤0.01% | 1382 |
|
|
2020
Q3 | $89K | Hold |
404
| – | – | ﹤0.01% | 1386 |
|
|
2020
Q2 | $77K | Sell |
404
-35
| -8% | -$6.67K | ﹤0.01% | 1447 |
|
|
2020
Q1 | $55K | Buy |
+439
| New | +$55K | ﹤0.01% | 1349 |
|
|
2019
Q4 | – | Sell |
-282
| Closed | -$48K | – | 1809 |
|
|
2019
Q3 | $48K | Buy |
282
+87
| +45% | +$14.8K | ﹤0.01% | 1013 |
|
|
2019
Q2 | $40K | Hold |
195
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q1 | $38K | Buy |
195
+35
| +22% | +$6.82K | ﹤0.01% | 987 |
|
|
2018
Q4 | $26K | Buy |
160
+60
| +60% | +$9.75K | ﹤0.01% | 947 |
|
|
2018
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 1129 |
|
|
2018
Q1 | $13K | Sell |
100
-66
| -40% | -$8.58K | ﹤0.01% | 969 |
|
|
2017
Q4 | $17K | Buy |
+166
| New | +$17K | ﹤0.01% | 847 |
|