CIA
Concurrent Investment Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
2,892
+226
| +8% | +$54.2K | 0.01% | 727 |
|
|
2025
Q1 | $623K | Buy |
2,666
+509
| +24% | +$119K | 0.02% | 678 |
|
|
2024
Q4 | $557K | Buy |
2,157
+278
| +15% | +$71.7K | 0.02% | 634 |
|
|
2024
Q3 | $459K | Buy |
1,879
+452
| +32% | +$110K | 0.01% | 639 |
|
|
2024
Q2 | $319K | Sell |
1,427
-74
| -5% | -$16.5K | 0.01% | 711 |
|
|
2024
Q1 | $409K | Buy |
1,501
+567
| +61% | +$155K | 0.02% | 595 |
|
|
2023
Q4 | $258K | Buy |
+934
| New | +$258K | 0.01% | 696 |
|