EverSource Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
1,934
+399
| +26% | +$95.8K | 0.02% | 483 |
|
|
2025
Q1 | $358K | Buy |
1,535
+563
| +58% | +$131K | 0.02% | 465 |
|
|
2024
Q4 | $251K | Buy |
972
+72
| +8% | +$18.6K | 0.01% | 567 |
|
|
2024
Q3 | $220K | Sell |
900
-218
| -19% | -$53.3K | 0.01% | 526 |
|
|
2024
Q2 | $254K | Buy |
1,118
+496
| +80% | +$113K | 0.02% | 481 |
|
|
2024
Q1 | $152K | Sell |
622
-99
| -14% | -$24.2K | 0.01% | 574 |
|
|
2023
Q4 | $199K | Buy |
721
+74
| +11% | +$20.4K | 0.02% | 433 |
|
|
2023
Q3 | $139K | Buy |
647
+93
| +17% | +$20K | 0.01% | 480 |
|
|
2023
Q2 | $125K | Sell |
554
-45
| -8% | -$10.2K | 0.01% | 504 |
|
|
2023
Q1 | $124K | Sell |
599
-12
| -2% | -$2.48K | 0.02% | 476 |
|
|
2022
Q4 | $102K | Buy |
611
+6
| +1% | +$1K | 0.02% | 497 |
|
|
2022
Q3 | $92K | Buy |
605
+575
| +1,917% | +$87.4K | 0.02% | 450 |
|
|
2022
Q2 | $4K | Sell |
30
-24
| -44% | -$3.2K | ﹤0.01% | 1357 |
|
|
2022
Q1 | $13K | Buy |
54
+39
| +260% | +$9.39K | ﹤0.01% | 892 |
|
|
2021
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 1371 |
|