CreativeOne Wealth’s Workday WDAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$954K	Sell	3,975 -124	-3%	-$29.8K	0.03%	547
2025 Q1	$957K	Buy	4,099 +1,210	+42%	+$283K	0.03%	492
2024 Q4	$745K	Buy	2,889 +43	+2%	+$11.1K	0.02%	572
2024 Q3	$696K	Buy	+2,846	New	+$696K	0.02%	526