KSWA
Kathleen S. Wright Associates’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.2K | Hold |
280
| – | – | 0.03% | 135 |
|
|
2025
Q1 | $65.4K | Hold |
280
| – | – | 0.03% | 138 |
|
|
2024
Q4 | $72.2K | Hold |
280
| – | – | 0.03% | 135 |
|
|
2024
Q3 | $68.4K | Hold |
280
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $62.6K | Hold |
280
| – | – | 0.03% | 138 |
|
|
2024
Q1 | $76.4K | Buy |
280
+30
| +12% | +$8.18K | 0.04% | 125 |
|
|
2023
Q4 | $69K | Hold |
250
| – | – | 0.04% | 117 |
|
|
2023
Q3 | $53.7K | Hold |
250
| – | – | 0.03% | 121 |
|
|
2023
Q2 | $56.5K | Hold |
250
| – | – | 0.04% | 106 |
|
|
2023
Q1 | $51.6K | Hold |
250
| – | – | 0.03% | 108 |
|
|
2022
Q4 | $42K | Hold |
250
| – | – | 0.03% | 119 |
|
|
2022
Q3 | $38K | Hold |
250
| – | – | 0.03% | 115 |
|
|
2022
Q2 | $35K | Hold |
250
| – | – | 0.03% | 110 |
|
|
2022
Q1 | $60K | Hold |
250
| – | – | 0.04% | 102 |
|
|
2021
Q4 | $68K | Buy |
+250
| New | +$68K | 0.05% | 95 |
|