Jamison Private Wealth Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-438
Closed -$107K 484
2024
Q3
$107K Hold
438
0.02% 224
2024
Q2
$97.9K Buy
438
+6
+1% +$1.34K 0.02% 219
2024
Q1
$118K Buy
432
+60
+16% +$16.4K 0.02% 208
2023
Q4
$103K Hold
372
0.02% 203
2023
Q3
$79.9K Buy
+372
New +$79.9K 0.02% 210