Icon Wealth Advisors’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
11,864
-32
-0.3% -$7.68K 0.2% 84
2025
Q1
$2.78M Sell
11,896
-28
-0.2% -$6.54K 0.23% 83
2024
Q4
$3.08M Buy
11,924
+5
+0% +$1.29K 0.25% 75
2024
Q3
$2.91M Sell
11,919
-326
-3% -$79.7K 0.24% 72
2024
Q2
$2.78M Buy
12,245
+4,282
+54% +$973K 0.25% 69
2024
Q1
$2.17M Sell
7,963
-73
-0.9% -$19.9K 0.2% 95
2023
Q4
$2.22M Buy
+8,036
New +$2.22M 0.23% 86