Geneos Wealth 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 | $51.6K | Sell |
215
-201
| -48% | -$48.2K | ﹤0.01% | 1553 |
|
|
2025
Q1 | $97.1K | Buy |
416
+356
| +593% | +$83.1K | ﹤0.01% | 1590 |
|
|
2024
Q4 | $15.5K | Hold |
60
| – | – | ﹤0.01% | 1848 |
|
|
2024
Q3 | $14.7K | Sell |
60
-166
| -73% | -$40.6K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $50.5K | Sell |
226
-21
| -9% | -$4.7K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $67.4K | Sell |
247
-77
| -24% | -$21K | ﹤0.01% | 968 |
|
|
2023
Q4 | $89.4K | Buy |
324
+24
| +8% | +$6.63K | ﹤0.01% | 873 |
|
|
2023
Q3 | $64.5K | Buy |
300
+3
| +1% | +$645 | ﹤0.01% | 1006 |
|
|
2023
Q2 | $67.1K | Sell |
297
-43
| -13% | -$9.71K | ﹤0.01% | 991 |
|
|
2023
Q1 | $70.2K | Buy |
340
+100
| +42% | +$20.7K | ﹤0.01% | 962 |
|
|
2022
Q4 | $40.2K | Hold |
240
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q3 | $36K | Sell |
240
-185
| -44% | -$27.8K | ﹤0.01% | 1137 |
|
|
2022
Q2 | $60K | Hold |
425
| – | – | ﹤0.01% | 1205 |
|
|
2022
Q1 | $101K | Sell |
425
-165
| -28% | -$39.2K | ﹤0.01% | 1092 |
|
|
2021
Q4 | $161K | Buy |
590
+93
| +19% | +$25.4K | 0.01% | 961 |
|
|
2021
Q3 | $126K | Hold |
497
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q2 | $118K | Sell |
497
-690
| -58% | -$164K | ﹤0.01% | 1101 |
|
|
2021
Q1 | $293K | Buy |
1,187
+119
| +11% | +$29.4K | 0.01% | 812 |
|
|
2020
Q4 | $169K | Buy |
1,068
+406
| +61% | +$64.2K | 0.01% | 901 |
|
|
2020
Q3 | $142K | Buy |
662
+185
| +39% | +$39.7K | 0.01% | 805 |
|
|
2020
Q2 | $89K | Sell |
477
-160
| -25% | -$29.9K | 0.01% | 973 |
|
|
2020
Q1 | $86K | Sell |
637
-170
| -21% | -$23K | 0.01% | 892 |
|
|
2019
Q4 | $133K | Hold |
807
| – | – | 0.01% | 842 |
|
|
2019
Q3 | $136K | Sell |
807
-80
| -9% | -$13.5K | 0.01% | 784 |
|
|
2019
Q2 | $182K | Sell |
887
-75
| -8% | -$15.4K | 0.01% | 704 |
|
|
2019
Q1 | $185K | Hold |
962
| – | – | 0.01% | 667 |
|
|
2018
Q4 | $153K | Buy |
962
+158
| +20% | +$25.1K | 0.01% | 683 |
|
|
2018
Q3 | $117K | Buy |
804
+275
| +52% | +$40K | 0.01% | 831 |
|
|
2018
Q2 | $64K | Sell |
529
-160
| -23% | -$19.4K | 0.01% | 943 |
|
|
2018
Q1 | $87K | Sell |
689
-50
| -7% | -$6.31K | 0.01% | 806 |
|
|
2017
Q4 | $75K | Buy |
739
+299
| +68% | +$30.3K | 0.01% | 850 |
|
|
2017
Q3 | $46K | Hold |
440
| – | – | ﹤0.01% | 989 |
|
|
2017
Q2 | $42K | Buy |
+440
| New | +$42K | ﹤0.01% | 1001 |
|