Circle Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
2025
Q1
$1.76M Buy
2024
Q4
$1.94M Buy
2024
Q3
$1.43M Buy
2024
Q2
$1.24M Buy
2024
Q1
$1.11M Buy
2023
Q4
$1.05M Buy
2023
Q3
$735K Hold
2023
Q2
$773K Buy
2023
Q1
$701K Hold
2022
Q4
$568K Buy
2022
Q3
$516K Hold
2022
Q2
$473K Sell
2022
Q1
$1.13M Buy
2021
Q4
$571K Hold
2021
Q3
$523K Hold
2021
Q2
$499K Buy
2021
Q1
$326K Sell
2020
Q4
$409K Buy
2020
Q3
$281K Buy