Institute for 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	$356K	Hold	1,483	–	–	0.04%	386
2025 Q1	$346K	Buy	1,483 +39	+3%	+$9.11K	0.04%	382
2024 Q4	$373K	Buy	1,444 +98	+7%	+$25.3K	0.05%	353
2024 Q3	$329K	Buy	+1,346	New	+$329K	0.04%	394