Concord Wealth Partners’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
1,164
-281
| -19% | -$67.4K | 0.04% | 174 |
|
|
2025
Q1 | $337K | Sell |
1,445
-263
| -15% | -$61.4K | 0.06% | 160 |
|
|
2024
Q4 | $441K | Sell |
1,708
-57
| -3% | -$14.7K | 0.07% | 148 |
|
|
2024
Q3 | $431K | Buy |
1,765
+51
| +3% | +$12.5K | 0.07% | 150 |
|
|
2024
Q2 | $383K | Buy |
1,714
+340
| +25% | +$76K | 0.07% | 153 |
|
|
2024
Q1 | $375K | Buy |
1,374
+774
| +129% | +$211K | 0.07% | 162 |
|
|
2023
Q4 | $166K | Sell |
600
-45
| -7% | -$12.4K | 0.03% | 220 |
|
|
2023
Q3 | $139K | Buy |
+645
| New | +$139K | 0.03% | 237 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 1154 |
|
|
2022
Q2 | $2K | Sell |
15
-5
| -25% | -$667 | ﹤0.01% | 1079 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 930 |
|
|
2021
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 966 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$4K | – | 1041 |
|
|
2021
Q2 | $4K | Buy |
15
+5
| +50% | +$1.33K | ﹤0.01% | 790 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 861 |
|