Crestwood Advisors Group’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,267
-151
| -3% | -$36.2K | 0.02% | 276 |
|
|
2025
Q1 | $1.03M | Buy |
4,418
+248
| +6% | +$57.9K | 0.02% | 267 |
|
|
2024
Q4 | $1.08M | Buy |
4,170
+684
| +20% | +$176K | 0.02% | 232 |
|
|
2024
Q3 | $852K | Buy |
3,486
+56
| +2% | +$13.7K | 0.02% | 241 |
|
|
2024
Q2 | $767K | Sell |
3,430
-27
| -0.8% | -$6.04K | 0.02% | 241 |
|
|
2024
Q1 | $943K | Buy |
3,457
+20
| +0.6% | +$5.46K | 0.02% | 221 |
|
|
2023
Q4 | $949K | Buy |
3,437
+1
| +0% | +$276 | 0.02% | 216 |
|
|
2023
Q3 | $738K | Sell |
3,436
-66
| -2% | -$14.2K | 0.02% | 218 |
|
|
2023
Q2 | $791K | Buy |
3,502
+78
| +2% | +$17.6K | 0.02% | 155 |
|
|
2023
Q1 | $707K | Hold |
3,424
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $573K | Hold |
3,424
| – | – | 0.02% | 177 |
|
|
2022
Q3 | $521K | Sell |
3,424
-238
| -6% | -$36.2K | 0.02% | 190 |
|
|
2022
Q2 | $511K | Hold |
3,662
| – | – | 0.02% | 192 |
|
|
2022
Q1 | $877K | Hold |
3,662
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $1M | Buy |
+3,662
| New | +$1M | 0.03% | 163 |
|
|
2019
Q3 | – | Sell |
-26,046
| Closed | -$5.36M | – | 261 |
|
|
2019
Q2 | $5.36M | Buy |
+26,046
| New | +$5.36M | 0.24% | 85 |
|