Essential Planning’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Hold
1,749
0.16% 52
2025
Q1
$408K Sell
1,749
-110,739
-98% -$25.9M 0.16% 51
2024
Q4
$28.7M Buy
112,488
+110,739
+6,332% +$28.3M 0.19% 45
2024
Q3
$427K Buy
1,749
+19
+1% +$4.64K 0.18% 50
2024
Q2
$387K Hold
1,730
0.17% 50
2024
Q1
$478K Hold
1,730
0.24% 39
2023
Q4
$478K Hold
1,730
0.24% 39
2023
Q3
$372K Hold
1,730
0.21% 40
2023
Q2
$391K Hold
1,730
0.22% 34
2023
Q1
$357K Buy
+1,730
New +$357K 0.22% 36