Keudell/Morrison Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
1,088
-73
| -6% | -$17.5K | 0.06% | 185 |
|
|
2025
Q1 | $271K | Buy |
1,161
+172
| +17% | +$40.2K | 0.06% | 169 |
|
|
2024
Q4 | $255K | Buy |
989
+2
| +0.2% | +$516 | 0.07% | 176 |
|
|
2024
Q3 | $241K | Buy |
+987
| New | +$241K | 0.07% | 186 |
|
|
2024
Q2 | – | Sell |
-773
| Closed | -$211K | – | 213 |
|
|
2024
Q1 | $211K | Buy |
+773
| New | +$211K | 0.06% | 193 |
|