IFP 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 | $670K | Sell |
2,789
-73
| -3% | -$17.5K | 0.02% | 727 |
|
|
2025
Q1 | $669K | Buy |
2,862
+355
| +14% | +$82.9K | 0.02% | 675 |
|
|
2024
Q4 | $647K | Buy |
2,507
+883
| +54% | +$228K | 0.02% | 651 |
|
|
2024
Q3 | $397K | Buy |
1,624
+462
| +40% | +$113K | 0.01% | 784 |
|
|
2024
Q2 | $260K | Buy |
1,162
+14
| +1% | +$3.13K | 0.01% | 913 |
|
|
2024
Q1 | $313K | Sell |
1,148
-16
| -1% | -$4.36K | 0.01% | 779 |
|
|
2023
Q4 | $321K | Buy |
1,164
+155
| +15% | +$42.8K | 0.02% | 740 |
|
|
2023
Q3 | $217K | Sell |
1,009
-142
| -12% | -$30.5K | 0.01% | 930 |
|
|
2023
Q2 | $262K | Buy |
1,151
+296
| +35% | +$67.3K | 0.01% | 892 |
|
|
2023
Q1 | $108K | Sell |
855
-451
| -35% | -$57K | ﹤0.01% | 1220 |
|
|
2022
Q4 | $179K | Sell |
1,306
-72
| -5% | -$9.87K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $189K | Buy |
1,378
+235
| +21% | +$32.2K | ﹤0.01% | 1449 |
|
|
2022
Q2 | $155K | Hold |
1,143
| – | – | 0.01% | 1434 |
|
|
2022
Q1 | $155K | Buy |
1,143
+751
| +192% | +$102K | 0.01% | 1434 |
|
|
2021
Q4 | $108K | Buy |
392
+119
| +44% | +$32.8K | ﹤0.01% | 1220 |
|
|
2021
Q3 | $68K | Buy |
273
+3
| +1% | +$747 | ﹤0.01% | 1416 |
|
|
2021
Q2 | $65K | Buy |
270
+36
| +15% | +$8.67K | ﹤0.01% | 1407 |
|
|
2021
Q1 | $58K | Sell |
234
-205
| -47% | -$50.8K | ﹤0.01% | 1404 |
|
|
2020
Q4 | $107K | Buy |
439
+147
| +50% | +$35.8K | ﹤0.01% | 1104 |
|
|
2020
Q3 | $62K | Buy |
292
+1
| +0.3% | +$212 | ﹤0.01% | 1212 |
|
|
2020
Q2 | $54K | Buy |
291
+107
| +58% | +$19.9K | ﹤0.01% | 1185 |
|
|
2020
Q1 | $27K | Sell |
184
-2
| -1% | -$293 | ﹤0.01% | 1372 |
|
|
2019
Q4 | $30K | Sell |
186
-91
| -33% | -$14.7K | ﹤0.01% | 1461 |
|
|
2019
Q3 | $48K | Buy |
+277
| New | +$48K | ﹤0.01% | 1390 |
|
|
2019
Q1 | $3K | Sell |
14
-261
| -95% | -$55.9K | ﹤0.01% | 2036 |
|
|
2018
Q4 | $44K | Sell |
275
-1,834
| -87% | -$293K | ﹤0.01% | 1670 |
|
|
2018
Q3 | $308K | Buy |
2,109
+903
| +75% | +$132K | 0.01% | 877 |
|
|
2018
Q2 | $146K | Buy |
1,206
+10
| +0.8% | +$1.21K | 0.01% | 1247 |
|
|
2018
Q1 | $122K | Hold |
1,196
| – | – | 0.01% | 1270 |
|
|
2017
Q4 | $122K | Sell |
1,196
-30
| -2% | -$3.06K | 0.01% | 1267 |
|
|
2017
Q3 | $129K | Buy |
1,226
+50
| +4% | +$5.26K | 0.01% | 1397 |
|
|
2017
Q2 | $114K | Buy |
1,176
+176
| +18% | +$17.1K | ﹤0.01% | 1455 |
|
|
2017
Q1 | $83K | Hold |
1,000
| – | – | ﹤0.01% | 1616 |
|
|
2016
Q4 | $66K | Sell |
1,000
-68
| -6% | -$4.49K | ﹤0.01% | 1707 |
|
|
2016
Q3 | $98K | Hold |
1,068
| – | – | 0.01% | 1369 |
|
|
2016
Q2 | $80K | Buy |
1,068
+1,054
| +7,529% | +$79K | ﹤0.01% | 1469 |
|
|
2016
Q1 | $3K | Sell |
14
-1,054
| -99% | -$226K | ﹤0.01% | 2036 |
|
|
2015
Q4 | $85K | Buy |
+1,068
| New | +$85K | 0.01% | 1265 |
|