Concurrent Investment Advisors’s Workday WDAY Stock Holding History

Concurrent Investment Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$676K	Sell
2025 Q2	$694K	Buy
2025 Q1	$623K	Buy
2024 Q4	$557K	Buy
2024 Q3	$459K	Buy
2024 Q2	$319K	Sell
2024 Q1	$409K	Buy
2023 Q4	$258K	Buy