Investment Advisory Group’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,050
Closed -$271K 174
2024
Q4
$271K Hold
1,050
0.09% 133
2024
Q3
$257K Buy
1,050
+8
+0.8% +$1.96K 0.09% 139
2024
Q2
$233K Sell
1,042
-1
-0.1% -$224 0.09% 142
2024
Q1
$284K Buy
+1,043
New +$284K 0.12% 120