HBK Sorce Advisory’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,496
-39
| -3% | -$9.36K | 0.01% | 413 |
|
|
2025
Q1 | $358K | Sell |
1,535
-17
| -1% | -$3.97K | 0.01% | 407 |
|
|
2024
Q4 | $400K | Sell |
1,552
-55
| -3% | -$14.2K | 0.01% | 385 |
|
|
2024
Q3 | $393K | Buy |
1,607
+170
| +12% | +$41.6K | 0.01% | 396 |
|
|
2024
Q2 | $321K | Buy |
1,437
+632
| +79% | +$141K | 0.01% | 422 |
|
|
2024
Q1 | $220K | Buy |
+805
| New | +$220K | 0.01% | 531 |
|
|
2023
Q1 | – | Sell |
-1,738
| Closed | -$291K | – | 824 |
|
|
2022
Q4 | $291K | Buy |
+1,738
| New | +$291K | 0.01% | 566 |
|
|
2022
Q2 | – | Sell |
-959
| Closed | -$230K | – | 568 |
|
|
2022
Q1 | $230K | Sell |
959
-18
| -2% | -$4.32K | 0.01% | 475 |
|
|
2021
Q4 | $267K | Hold |
977
| – | – | 0.01% | 483 |
|
|
2021
Q3 | $244K | Sell |
977
-70
| -7% | -$17.5K | 0.01% | 498 |
|
|
2021
Q2 | $250K | Sell |
1,047
-24
| -2% | -$5.73K | 0.01% | 490 |
|
|
2021
Q1 | $266K | Buy |
1,071
+100
| +10% | +$24.8K | 0.02% | 428 |
|
|
2020
Q4 | $233K | Buy |
971
+15
| +2% | +$3.6K | 0.01% | 440 |
|
|
2020
Q3 | $206K | Buy |
+956
| New | +$206K | 0.01% | 420 |
|
|
2019
Q3 | – | Sell |
-1,020
| Closed | -$210K | – | 423 |
|
|
2019
Q2 | $210K | Sell |
1,020
-1,061
| -51% | -$218K | 0.02% | 383 |
|
|
2019
Q1 | $401K | Hold |
2,081
| – | – | 0.04% | 283 |
|
|
2018
Q4 | $332K | Buy |
2,081
+455
| +28% | +$72.6K | 0.04% | 283 |
|
|
2018
Q3 | $237K | Buy |
+1,626
| New | +$237K | 0.03% | 343 |
|