Forum Financial Management’s Workday WDAY Stock Holding History

Forum Financial Management’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$602K	Buy
2025 Q2	$382K	Buy
2025 Q1	$257K	Sell
2024 Q4	$287K	Buy
2024 Q2	–	Sell
2024 Q1	$215K	Hold
2023 Q4	$218K	Buy