Circle Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
7,405
-113
| -2% | -$27.1K | 0.04% | 85 |
|
|
2025
Q1 | $1.76M | Buy |
7,518
+7
| +0.1% | +$1.64K | 0.04% | 77 |
|
|
2024
Q4 | $1.94M | Buy |
7,511
+1,658
| +28% | +$428K | 0.04% | 72 |
|
|
2024
Q3 | $1.43M | Buy |
5,853
+308
| +6% | +$75.3K | 0.03% | 91 |
|
|
2024
Q2 | $1.24M | Buy |
5,545
+1,485
| +37% | +$332K | 0.03% | 86 |
|
|
2024
Q1 | $1.11M | Buy |
4,060
+245
| +6% | +$66.8K | 0.03% | 90 |
|
|
2023
Q4 | $1.05M | Buy |
3,815
+393
| +11% | +$108K | 0.03% | 83 |
|
|
2023
Q3 | $735K | Hold |
3,422
| – | – | 0.02% | 101 |
|
|
2023
Q2 | $773K | Buy |
3,422
+26
| +0.8% | +$5.87K | 0.1% | 72 |
|
|
2023
Q1 | $701K | Hold |
3,396
| – | – | 0.1% | 72 |
|
|
2022
Q4 | $568K | Buy |
3,396
+5
| +0.1% | +$837 | 0.09% | 85 |
|
|
2022
Q3 | $516K | Hold |
3,391
| – | – | 0.09% | 88 |
|
|
2022
Q2 | $473K | Sell |
3,391
-1,014
| -23% | -$141K | 0.08% | 101 |
|
|
2022
Q1 | $1.13M | Buy |
4,405
+2,314
| +111% | +$591K | 0.15% | 63 |
|
|
2021
Q4 | $571K | Hold |
2,091
| – | – | 0.07% | 115 |
|
|
2021
Q3 | $523K | Hold |
2,091
| – | – | 0.08% | 115 |
|
|
2021
Q2 | $499K | Buy |
2,091
+777
| +59% | +$185K | 0.07% | 126 |
|
|
2021
Q1 | $326K | Sell |
1,314
-394
| -23% | -$97.8K | 0.05% | 139 |
|
|
2020
Q4 | $409K | Buy |
1,708
+401
| +31% | +$96K | 0.06% | 164 |
|
|
2020
Q3 | $281K | Buy |
+1,307
| New | +$281K | 0.05% | 164 |
|