Creative Planning’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.22M | Sell |
34,252
-6,013
| -15% | -$1.44M | 0.01% | 576 |
|
2025
Q1 | $9.4M | Buy |
40,265
+17,311
| +75% | +$4.04M | 0.01% | 503 |
|
2024
Q4 | $5.92M | Buy |
22,954
+4,560
| +25% | +$1.18M | 0.01% | 603 |
|
2024
Q3 | $4.5M | Sell |
18,394
-26,253
| -59% | -$6.42M | ﹤0.01% | 673 |
|
2024
Q2 | $9.98M | Buy |
44,647
+28,663
| +179% | +$6.41M | 0.01% | 408 |
|
2024
Q1 | $4.36M | Buy |
15,984
+4,613
| +41% | +$1.26M | ﹤0.01% | 649 |
|
2023
Q4 | $3.14M | Buy |
11,371
+102
| +0.9% | +$28.2K | 0.01% | 725 |
|
2023
Q3 | $2.42M | Buy |
11,269
+1,705
| +18% | +$366K | ﹤0.01% | 779 |
|
2023
Q2 | $2.16M | Sell |
9,564
-654
| -6% | -$148K | ﹤0.01% | 782 |
|
2023
Q1 | $2.11M | Buy |
10,218
+1,558
| +18% | +$322K | ﹤0.01% | 754 |
|
2022
Q4 | $1.45M | Buy |
8,660
+886
| +11% | +$148K | ﹤0.01% | 859 |
|
2022
Q3 | $1.18M | Buy |
7,774
+402
| +5% | +$61.2K | ﹤0.01% | 895 |
|
2022
Q2 | $1.03M | Buy |
7,372
+2,182
| +42% | +$305K | ﹤0.01% | 962 |
|
2022
Q1 | $1.24M | Sell |
5,190
-783
| -13% | -$188K | ﹤0.01% | 885 |
|
2021
Q4 | $1.63M | Buy |
5,973
+1,176
| +25% | +$321K | ﹤0.01% | 758 |
|
2021
Q3 | $1.2M | Buy |
4,797
+59
| +1% | +$14.7K | ﹤0.01% | 868 |
|
2021
Q2 | $1.13M | Sell |
4,738
-775
| -14% | -$185K | ﹤0.01% | 886 |
|
2021
Q1 | $1.37M | Buy |
5,513
+204
| +4% | +$50.7K | ﹤0.01% | 875 |
|
2020
Q4 | $1.27M | Buy |
5,309
+425
| +9% | +$102K | ﹤0.01% | 839 |
|
2020
Q3 | $1.05M | Sell |
4,884
-745
| -13% | -$160K | ﹤0.01% | 772 |
|
2020
Q2 | $1.06M | Buy |
5,629
+39
| +0.7% | +$7.31K | ﹤0.01% | 717 |
|
2020
Q1 | $728K | Buy |
5,590
+247
| +5% | +$32.2K | ﹤0.01% | 771 |
|
2019
Q4 | $879K | Sell |
5,343
-232
| -4% | -$38.2K | ﹤0.01% | 843 |
|
2019
Q3 | $948K | Sell |
5,575
-194
| -3% | -$33K | ﹤0.01% | 779 |
|
2019
Q2 | $1.19M | Sell |
5,769
-800
| -12% | -$164K | ﹤0.01% | 695 |
|
2019
Q1 | $1.27M | Buy |
6,569
+1,835
| +39% | +$354K | ﹤0.01% | 628 |
|
2018
Q4 | $756K | Sell |
4,734
-419
| -8% | -$66.9K | ﹤0.01% | 776 |
|
2018
Q3 | $752K | Buy |
5,153
+638
| +14% | +$93.1K | ﹤0.01% | 869 |
|
2018
Q2 | $547K | Buy |
4,515
+98
| +2% | +$11.9K | ﹤0.01% | 1014 |
|
2018
Q1 | $561K | Buy |
4,417
+1,412
| +47% | +$179K | ﹤0.01% | 1011 |
|
2017
Q4 | $306K | Buy |
3,005
+44
| +1% | +$4.48K | ﹤0.01% | 1344 |
|
2017
Q3 | $312K | Sell |
2,961
-698
| -19% | -$73.5K | ﹤0.01% | 1301 |
|
2017
Q2 | $355K | Sell |
3,659
-1,250
| -25% | -$121K | ﹤0.01% | 1180 |
|
2017
Q1 | $409K | Buy |
4,909
+54
| +1% | +$4.5K | ﹤0.01% | 1098 |
|
2016
Q4 | $321K | Sell |
4,855
-1,216
| -20% | -$80.4K | ﹤0.01% | 1148 |
|
2016
Q3 | $557K | Buy |
6,071
+541
| +10% | +$49.6K | ﹤0.01% | 829 |
|
2016
Q2 | $413K | Sell |
5,530
-1,154
| -17% | -$86.2K | ﹤0.01% | 871 |
|
2016
Q1 | $514K | Buy |
6,684
+454
| +7% | +$34.9K | ﹤0.01% | 738 |
|
2015
Q4 | $496K | Buy |
6,230
+5,750
| +1,198% | +$458K | ﹤0.01% | 752 |
|
2015
Q3 | $33K | Sell |
480
-9,928
| -95% | -$683K | ﹤0.01% | 2339 |
|
2015
Q2 | $795K | Buy |
10,408
+10,028
| +2,639% | +$766K | 0.01% | 535 |
|
2015
Q1 | $32K | Sell |
380
-10
| -3% | -$842 | ﹤0.01% | 2319 |
|
2014
Q4 | $32K | Buy |
390
+5
| +1% | +$410 | ﹤0.01% | 2288 |
|
2014
Q3 | $32K | Sell |
385
-1,280
| -77% | -$106K | ﹤0.01% | 2190 |
|
2014
Q2 | $150K | Buy |
1,665
+700
| +73% | +$63.1K | ﹤0.01% | 1187 |
|
2014
Q1 | $88K | Buy |
965
+565
| +141% | +$51.5K | ﹤0.01% | 1478 |
|
2013
Q4 | $33K | Buy |
400
+300
| +300% | +$24.8K | ﹤0.01% | 1889 |
|
2013
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2564 |
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 2490 |
|