Integrated Wealth Concepts’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
3,904
+1,849
+90% +$444K 0.01% 959
2025
Q1
$480K Buy
2,055
+21
+1% +$4.91K 0.01% 1163
2024
Q4
$525K Buy
2,034
+388
+24% +$100K 0.01% 1100
2024
Q3
$402K Buy
1,646
+130
+9% +$31.8K ﹤0.01% 1181
2024
Q2
$339K Sell
1,516
-1,932
-56% -$432K ﹤0.01% 1251
2024
Q1
$941K Buy
3,448
+287
+9% +$78.3K 0.01% 778
2023
Q4
$873K Sell
3,161
-34
-1% -$9.39K 0.01% 781
2023
Q3
$686K Buy
3,195
+106
+3% +$22.8K 0.01% 846
2023
Q2
$698K Buy
+3,089
New +$698K 0.01% 826