Congress Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
3,892
+369
| +10% | +$88.6K | 0.01% | 731 |
|
|
2025
Q1 | $823K | Buy |
3,523
+1,623
| +85% | +$379K | 0.01% | 675 |
|
|
2024
Q4 | $490K | Buy |
1,900
+96
| +5% | +$24.8K | 0.01% | 643 |
|
|
2024
Q3 | $441K | Buy |
1,804
+78
| +5% | +$19.1K | 0.01% | 656 |
|
|
2024
Q2 | $386K | Sell |
1,726
-609
| -26% | -$136K | 0.01% | 569 |
|
|
2024
Q1 | $637K | Buy |
2,335
+677
| +41% | +$185K | 0.01% | 425 |
|
|
2023
Q4 | $458K | Buy |
1,658
+39
| +2% | +$10.8K | 0.01% | 476 |
|
|
2023
Q3 | $348K | Buy |
1,619
+19
| +1% | +$4.08K | 0.01% | 502 |
|
|
2023
Q2 | $362K | Buy |
+1,600
| New | +$362K | 0.01% | 459 |
|