DWM
Diversify Wealth Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
2,908
-673
| -19% | -$144K | 0.04% | 336 |
|
|
2025
Q1 | $872K | Sell |
3,581
-626
| -15% | -$152K | 0.06% | 263 |
|
|
2024
Q4 | $1.05M | Sell |
4,207
-50
| -1% | -$12.5K | 0.08% | 212 |
|
|
2024
Q3 | $1.03M | Sell |
4,257
-372
| -8% | -$90K | 0.1% | 191 |
|
|
2024
Q2 | $962K | Buy |
+4,629
| New | +$962K | 0.12% | 163 |
|