Essential Planning’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$421K Hold
2025
Q2
$420K Hold
2025
Q1
$408K Sell
2024
Q4
$28.7M Buy
2024
Q3
$427K Buy
2024
Q2
$387K Hold
2024
Q1
$478K Hold
2023
Q4
$478K Hold
2023
Q3
$372K Hold
2023
Q2
$391K Hold
2023
Q1
$357K Buy