JFS Wealth 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 | $8.16K | Sell |
34
-12
| -26% | -$2.88K | ﹤0.01% | 931 |
|
|
2025
Q1 | $10.7K | Buy |
46
+15
| +48% | +$3.5K | ﹤0.01% | 858 |
|
|
2024
Q4 | $8K | Sell |
31
-6
| -16% | -$1.55K | ﹤0.01% | 933 |
|
|
2024
Q3 | $9.04K | Buy |
37
+8
| +28% | +$1.96K | ﹤0.01% | 891 |
|
|
2024
Q2 | $6.48K | Sell |
29
-71
| -71% | -$15.9K | ﹤0.01% | 952 |
|
|
2024
Q1 | $27.3K | Buy |
100
+71
| +245% | +$19.4K | ﹤0.01% | 558 |
|
|
2023
Q4 | $8.01K | Sell |
29
-2
| -6% | -$552 | ﹤0.01% | 857 |
|
|
2023
Q3 | $6.66K | Buy |
31
+3
| +11% | +$645 | ﹤0.01% | 875 |
|
|
2023
Q2 | $6.33K | Hold |
28
| – | – | ﹤0.01% | 902 |
|
|
2023
Q1 | $5.78K | Hold |
28
| – | – | ﹤0.01% | 931 |
|
|
2022
Q4 | $4.69K | Hold |
28
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q3 | $4K | Buy |
28
+7
| +33% | +$1K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $3K | Sell |
21
-1
| -5% | -$143 | ﹤0.01% | 1251 |
|
|
2022
Q1 | $5K | Buy |
22
+10
| +83% | +$2.27K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $3K | Buy |
12
+6
| +100% | +$1.5K | ﹤0.01% | 1002 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 817 |
|
|
2021
Q1 | – | Sell |
-51
| Closed | -$12K | – | 629 |
|
|
2020
Q4 | $12K | Buy |
+51
| New | +$12K | ﹤0.01% | 405 |
|