Carson Wealth (CWM LLC)’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
11,194
+4,305
| +62% | +$1.03M | 0.01% | 838 |
|
|
2025
Q1 | $1.61M | Sell |
6,889
-331
| -5% | -$77.3K | 0.01% | 906 |
|
|
2024
Q4 | $1.86M | Sell |
7,220
-580
| -7% | -$150K | 0.01% | 810 |
|
|
2024
Q3 | $1.91M | Buy |
7,800
+1,549
| +25% | +$379K | 0.01% | 724 |
|
|
2024
Q2 | $1.4M | Sell |
6,251
-899
| -13% | -$201K | 0.01% | 752 |
|
|
2024
Q1 | $1.95M | Buy |
7,150
+1,683
| +31% | +$459K | 0.01% | 623 |
|
|
2023
Q4 | $1.51M | Buy |
5,467
+1,776
| +48% | +$490K | 0.01% | 647 |
|
|
2023
Q3 | $793K | Buy |
3,691
+405
| +12% | +$87K | ﹤0.01% | 830 |
|
|
2023
Q2 | $742K | Buy |
3,286
+487
| +17% | +$110K | ﹤0.01% | 811 |
|
|
2023
Q1 | $578K | Sell |
2,799
-253
| -8% | -$52.2K | ﹤0.01% | 845 |
|
|
2022
Q4 | $511K | Sell |
3,052
-7
| -0.2% | -$1.17K | ﹤0.01% | 805 |
|
|
2022
Q3 | $466K | Buy |
3,059
+626
| +26% | +$95.4K | ﹤0.01% | 764 |
|
|
2022
Q2 | $340K | Sell |
2,433
-875
| -26% | -$122K | ﹤0.01% | 846 |
|
|
2022
Q1 | $792K | Sell |
3,308
-101,344
| -97% | -$24.3M | 0.01% | 616 |
|
|
2021
Q4 | $28.6M | Buy |
+104,652
| New | +$28.6M | 0.2% | 103 |
|
|
2021
Q2 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2021
Q1 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q4 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q3 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q2 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2020
Q1 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q4 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q3 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q2 | $22.4M | Hold |
93,901
| – | – | 0.18% | 118 |
|
|
2019
Q1 | $22.4M | Buy |
93,901
+92,392
| +6,123% | +$22.1M | 0.18% | 118 |
|
|
2018
Q4 | $241K | Buy |
1,509
+1,404
| +1,337% | +$224K | 0.01% | 563 |
|
|
2018
Q3 | $15K | Buy |
105
+80
| +320% | +$11.4K | ﹤0.01% | 1043 |
|
|
2018
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1317 |
|
|
2018
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1127 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$16K | – | 817 |
|
|
2015
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2015
Q3 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 409 |
|