Clearstead 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 | $322K | Buy |
1,341
+527
| +65% | +$126K | ﹤0.01% | 736 |
|
|
2025
Q1 | $190K | Sell |
814
-1,187
| -59% | -$277K | ﹤0.01% | 847 |
|
|
2024
Q4 | $516K | Sell |
2,001
-6
| -0.3% | -$1.55K | 0.01% | 564 |
|
|
2024
Q3 | $491K | Buy |
2,007
+191
| +11% | +$46.7K | 0.01% | 576 |
|
|
2024
Q2 | $406K | Buy |
1,816
+481
| +36% | +$108K | 0.01% | 585 |
|
|
2024
Q1 | $330K | Hold |
1,335
| – | – | 0.02% | 385 |
|
|
2023
Q4 | $369K | Sell |
1,335
-1,415
| -51% | -$391K | 0.02% | 362 |
|
|
2023
Q3 | $591K | Buy |
2,750
+1,383
| +101% | +$297K | 0.02% | 382 |
|
|
2023
Q2 | $309K | Buy |
1,367
+659
| +93% | +$149K | 0.02% | 368 |
|
|
2023
Q1 | $146K | Sell |
708
-15
| -2% | -$3.1K | 0.01% | 444 |
|
|
2022
Q4 | $121K | Hold |
723
| – | – | 0.01% | 463 |
|
|
2022
Q3 | $110K | Hold |
723
| – | – | 0.01% | 456 |
|
|
2022
Q2 | $101K | Buy |
723
+32
| +5% | +$4.47K | 0.01% | 499 |
|
|
2022
Q1 | $165K | Sell |
691
-66
| -9% | -$15.8K | 0.01% | 442 |
|
|
2021
Q4 | $207K | Hold |
757
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $189K | Hold |
757
| – | – | 0.01% | 379 |
|
|
2021
Q2 | $181K | Buy |
757
+51
| +7% | +$12.2K | 0.01% | 361 |
|
|
2021
Q1 | $175K | Buy |
706
+15
| +2% | +$3.72K | 0.01% | 352 |
|
|
2020
Q4 | $166K | Hold |
691
| – | – | 0.02% | 343 |
|
|
2020
Q3 | $149K | Hold |
691
| – | – | 0.02% | 316 |
|
|
2020
Q2 | $129K | Sell |
691
-10
| -1% | -$1.87K | 0.01% | 322 |
|
|
2020
Q1 | $91K | Buy |
+701
| New | +$91K | 0.01% | 339 |
|