Forum Financial Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
1,591
+488
+44% +$117K 0.01% 528
2025
Q1
$257K Sell
1,103
-10
-0.9% -$2.33K ﹤0.01% 674
2024
Q4
$287K Buy
+1,113
New +$287K ﹤0.01% 642
2024
Q2
Sell
-789
Closed -$215K 775
2024
Q1
$215K Hold
789
﹤0.01% 669
2023
Q4
$218K Buy
+789
New +$218K ﹤0.01% 604