Dynamic Advisor Solutions’s Workday WDAY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
992
-57
-5% -$13.7K 0.01% 808
2025
Q1
$245K Buy
+1,049
New +$245K 0.01% 765
2022
Q1
Sell
-1,206
Closed -$329K 789
2021
Q4
$329K Buy
1,206
+3
+0.2% +$818 0.02% 537
2021
Q3
$301K Buy
1,203
+102
+9% +$25.5K 0.02% 577
2021
Q2
$263K Buy
+1,101
New +$263K 0.02% 588