Crestwood Advisors Group’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
2025
Q1
$1.03M Buy
2024
Q4
$1.08M Buy
2024
Q3
$852K Buy
2024
Q2
$767K Sell
2024
Q1
$943K Buy
2023
Q4
$949K Buy
2023
Q3
$738K Sell
2023
Q2
$791K Buy
2023
Q1
$707K Hold
2022
Q4
$573K Hold
2022
Q3
$521K Sell
2022
Q2
$511K Hold
2022
Q1
$877K Hold
2021
Q4
$1M Buy
2019
Q3
Sell
2019
Q2
$5.36M Buy