Kestra Private Wealth Services’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
2,316
-34
| -1% | -$8.16K | 0.01% | 980 |
|
|
2025
Q1 | $549K | Buy |
2,350
+941
| +67% | +$220K | 0.01% | 915 |
|
|
2024
Q4 | $364K | Buy |
1,409
+340
| +32% | +$87.7K | 0.01% | 1058 |
|
|
2024
Q3 | $261K | Sell |
1,069
-1,312
| -55% | -$321K | ﹤0.01% | 1145 |
|
|
2024
Q2 | $532K | Buy |
2,381
+1
| +0% | +$224 | 0.01% | 802 |
|
|
2024
Q1 | $649K | Buy |
2,380
+151
| +7% | +$41.2K | 0.01% | 698 |
|
|
2023
Q4 | $615K | Buy |
2,229
+374
| +20% | +$103K | 0.02% | 663 |
|
|
2023
Q3 | $399K | Buy |
1,855
+544
| +41% | +$117K | 0.01% | 752 |
|
|
2023
Q2 | $296K | Sell |
1,311
-122
| -9% | -$27.6K | 0.01% | 828 |
|
|
2023
Q1 | $296K | Buy |
1,433
+106
| +8% | +$21.9K | 0.01% | 777 |
|
|
2022
Q4 | $222K | Sell |
1,327
-2,981
| -69% | -$499K | 0.01% | 769 |
|
|
2022
Q3 | $656K | Buy |
4,308
+255
| +6% | +$38.8K | 0.04% | 421 |
|
|
2022
Q2 | $566K | Buy |
4,053
+104
| +3% | +$14.5K | 0.03% | 465 |
|
|
2022
Q1 | $946K | Sell |
3,949
-203
| -5% | -$48.6K | 0.05% | 391 |
|
|
2021
Q4 | $1.13M | Buy |
4,152
+456
| +12% | +$125K | 0.05% | 355 |
|
|
2021
Q3 | $924K | Buy |
3,696
+334
| +10% | +$83.5K | 0.05% | 371 |
|
|
2021
Q2 | $803K | Buy |
3,362
+45
| +1% | +$10.7K | 0.05% | 395 |
|
|
2021
Q1 | $824K | Buy |
3,317
+31
| +0.9% | +$7.7K | 0.06% | 336 |
|
|
2020
Q4 | $779K | Buy |
3,286
+254
| +8% | +$60.2K | 0.06% | 329 |
|
|
2020
Q3 | $652K | Buy |
+3,032
| New | +$652K | 0.06% | 329 |
|