Everhart Financial Group’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 | Buy |
1,749
+174
| +11% | +$41.8K | 0.05% | 250 |
|
|
2025
Q1 | $368K | Buy |
1,575
+264
| +20% | +$61.7K | 0.05% | 254 |
|
|
2024
Q4 | $338K | Buy |
1,311
+5
| +0.4% | +$1.29K | 0.07% | 245 |
|
|
2024
Q3 | $319K | Buy |
+1,306
| New | +$319K | 0.07% | 256 |
|
|
2024
Q2 | – | Sell |
-904
| Closed | -$247K | – | 309 |
|
|
2024
Q1 | $247K | Buy |
904
+118
| +15% | +$32.2K | 0.07% | 237 |
|
|
2023
Q4 | $217K | Buy |
+786
| New | +$217K | 0.08% | 230 |
|