EWA
EP Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
5,813
+1,803
| +45% | +$433K | 0.01% | 494 |
|
|
2025
Q1 | $936K | Sell |
4,010
-44
| -1% | -$10.3K | 0.01% | 522 |
|
|
2024
Q4 | $1.05M | Buy |
4,054
+340
| +9% | +$87.7K | 0.01% | 486 |
|
|
2024
Q3 | $908K | Buy |
3,714
+1,262
| +51% | +$308K | 0.01% | 517 |
|
|
2024
Q2 | $548K | Sell |
2,452
-247
| -9% | -$55.2K | 0.01% | 515 |
|
|
2024
Q1 | $736K | Sell |
2,699
-305
| -10% | -$83.2K | 0.01% | 435 |
|
|
2023
Q4 | $829K | Buy |
3,004
+124
| +4% | +$34.2K | 0.01% | 400 |
|
|
2023
Q3 | $619K | Sell |
2,880
-646,832
| -100% | -$139M | 0.01% | 417 |
|
|
2023
Q2 | $623K | Buy |
649,712
+647,193
| +25,692% | +$621K | 0.01% | 421 |
|
|
2023
Q1 | $389K | Sell |
2,519
-432
| -15% | -$66.8K | 0.01% | 442 |
|
|
2022
Q4 | $494K | Buy |
+2,951
| New | +$494K | 0.01% | 380 |
|
|
2022
Q2 | – | Sell |
-1,260
| Closed | -$302K | – | 695 |
|
|
2022
Q1 | $302K | Buy |
+1,260
| New | +$302K | 0.01% | 490 |
|
|
2018
Q2 | – | Sell |
-1,714
| Closed | -$218K | – | 217 |
|
|
2018
Q1 | $218K | Buy |
+1,714
| New | +$218K | 0.02% | 193 |
|