Fernwood Investment Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$413K Hold
1,600
0.14% 118
2024
Q3
$391K Sell
1,600
-155
-9% -$37.9K 0.13% 138
2024
Q2
$392K Hold
1,755
0.12% 139
2024
Q1
$479K Sell
1,755
-35
-2% -$9.55K 0.14% 135
2023
Q4
$485K Hold
1,790
0.16% 122
2023
Q3
$377K Hold
1,790
0.14% 132
2023
Q2
$396K Sell
1,790
-165
-8% -$36.5K 0.14% 134
2023
Q1
$404K Sell
1,955
-225
-10% -$46.5K 0.16% 129
2022
Q4
$365K Sell
2,180
-55
-2% -$9.2K 0.15% 137
2022
Q3
$340K Sell
2,235
-125
-5% -$19K 0.14% 134
2022
Q2
$329K Sell
2,360
-75
-3% -$10.5K 0.14% 137
2022
Q1
$583K Hold
2,435
0.2% 120
2021
Q4
$665K Hold
2,435
0.22% 115
2021
Q3
$608K Buy
2,435
+200
+9% +$49.9K 0.21% 119
2021
Q2
$534K Buy
2,235
+370
+20% +$88.4K 0.18% 127
2021
Q1
$463K Buy
1,865
+75
+4% +$18.6K 0.17% 131
2020
Q4
$429K Hold
1,790
0.17% 131
2020
Q3
$385K Buy
1,790
+35
+2% +$7.53K 0.18% 121
2020
Q2
$329K Buy
+1,755
New +$329K 0.16% 125