GeoWealth 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
$360K Buy
1,501
+3
+0.2% +$720 0.01% 492
2025
Q1
$350K Sell
1,498
-655
-30% -$153K 0.01% 505
2024
Q4
$556K Buy
2,153
+235
+12% +$60.6K 0.02% 447
2024
Q3
$469K Buy
1,918
+239
+14% +$58.4K 0.02% 478
2024
Q2
$375K Sell
1,679
-101
-6% -$22.6K 0.02% 512
2024
Q1
$485K Buy
1,780
+744
+72% +$203K 0.02% 443
2023
Q4
$286K Buy
1,036
+926
+842% +$256K 0.02% 423
2023
Q3
$23K Buy
110
+27
+33% +$5.65K ﹤0.01% 429
2023
Q2
$20K Sell
83
-2
-2% -$482 ﹤0.01% 374
2023
Q1
$17K Buy
85
+11
+15% +$2.2K ﹤0.01% 329
2022
Q4
$12K Sell
74
-14
-16% -$2.27K ﹤0.01% 336
2022
Q3
$14K Buy
+88
New +$14K ﹤0.01% 326