KCM Investment 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 | $330K | Hold |
1,375
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $321K | Sell |
1,375
-28
| -2% | -$6.54K | 0.01% | 302 |
|
|
2024
Q4 | $362K | Sell |
1,403
-498
| -26% | -$128K | 0.01% | 290 |
|
|
2024
Q3 | $465K | Sell |
1,901
-225
| -11% | -$55K | 0.02% | 272 |
|
|
2024
Q2 | $475K | Hold |
2,126
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $580K | Sell |
2,126
-7
| -0.3% | -$1.91K | 0.02% | 249 |
|
|
2023
Q4 | $589K | Buy |
2,133
+7
| +0.3% | +$1.93K | 0.02% | 241 |
|
|
2023
Q3 | $457K | Sell |
2,126
-150
| -7% | -$32.2K | 0.02% | 257 |
|
|
2023
Q2 | $514K | Sell |
2,276
-125
| -5% | -$28.2K | 0.02% | 258 |
|
|
2023
Q1 | $496K | Buy |
2,401
+150
| +7% | +$31K | 0.02% | 273 |
|
|
2022
Q4 | $377K | Hold |
2,251
| – | – | 0.02% | 297 |
|
|
2022
Q3 | $343K | Sell |
2,251
-180
| -7% | -$27.4K | 0.02% | 293 |
|
|
2022
Q2 | $339K | Hold |
2,431
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $582K | Sell |
2,431
-175
| -7% | -$41.9K | 0.02% | 265 |
|
|
2021
Q4 | $712K | Sell |
2,606
-50
| -2% | -$13.7K | 0.02% | 249 |
|
|
2021
Q3 | $664K | Hold |
2,656
| – | – | 0.03% | 240 |
|
|
2021
Q2 | $634K | Sell |
2,656
-388
| -13% | -$92.6K | 0.03% | 239 |
|
|
2021
Q1 | $756K | Buy |
3,044
+128
| +4% | +$31.8K | 0.03% | 220 |
|
|
2020
Q4 | $699K | Sell |
2,916
-50
| -2% | -$12K | 0.03% | 208 |
|
|
2020
Q3 | $638K | Sell |
2,966
-80
| -3% | -$17.2K | 0.04% | 199 |
|
|
2020
Q2 | $571K | Hold |
3,046
| – | – | 0.03% | 208 |
|
|
2020
Q1 | $397K | Sell |
3,046
-100
| -3% | -$13K | 0.03% | 231 |
|
|
2019
Q4 | $517K | Sell |
3,146
-515
| -14% | -$84.6K | 0.03% | 239 |
|
|
2019
Q3 | $622K | Sell |
3,661
-4,389
| -55% | -$746K | 0.04% | 210 |
|
|
2019
Q2 | $1.66M | Buy |
8,050
+1,428
| +22% | +$294K | 0.1% | 141 |
|
|
2019
Q1 | $1.28M | Buy |
6,622
+897
| +16% | +$173K | 0.08% | 159 |
|
|
2018
Q4 | $914K | Sell |
5,725
-213
| -4% | -$34K | 0.06% | 237 |
|
|
2018
Q3 | $867K | Buy |
5,938
+1,293
| +28% | +$189K | 0.05% | 262 |
|
|
2018
Q2 | $563K | Buy |
4,645
+1,341
| +41% | +$163K | 0.03% | 328 |
|
|
2018
Q1 | $420K | Buy |
3,304
+1,015
| +44% | +$129K | 0.03% | 380 |
|
|
2017
Q4 | $233K | Buy |
+2,289
| New | +$233K | 0.01% | 474 |
|