EP Wealth Advisors’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 | $1.4M | Buy |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $829K | Buy |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $623K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $218K | Buy |
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