Kingsview 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 | $1.09M | Buy |
4,544
+50
| +1% | +$12K | 0.02% | 561 |
|
|
2025
Q1 | $1.05M | Sell |
4,494
-375
| -8% | -$87.6K | 0.02% | 529 |
|
|
2024
Q4 | $1.26M | Sell |
4,869
-216
| -4% | -$55.7K | 0.02% | 492 |
|
|
2024
Q3 | $1.24M | Buy |
5,085
+43
| +0.9% | +$10.5K | 0.03% | 482 |
|
|
2024
Q2 | $1.13M | Buy |
5,042
+79
| +2% | +$17.7K | 0.03% | 480 |
|
|
2024
Q1 | $1.35M | Buy |
4,963
+1,705
| +52% | +$465K | 0.03% | 425 |
|
|
2023
Q4 | $899K | Sell |
3,258
-614
| -16% | -$170K | 0.03% | 495 |
|
|
2023
Q3 | $832K | Buy |
3,872
+15
| +0.4% | +$3.22K | 0.03% | 487 |
|
|
2023
Q2 | $871K | Buy |
3,857
+900
| +30% | +$203K | 0.03% | 448 |
|
|
2023
Q1 | $611K | Buy |
2,957
+180
| +6% | +$37.2K | 0.03% | 520 |
|
|
2022
Q4 | $465K | Buy |
2,777
+340
| +14% | +$56.9K | 0.02% | 529 |
|
|
2022
Q3 | $371K | Sell |
2,437
-96
| -4% | -$14.6K | 0.02% | 581 |
|
|
2022
Q2 | $354K | Buy |
2,533
+379
| +18% | +$53K | 0.02% | 611 |
|
|
2022
Q1 | $516K | Sell |
2,154
-110
| -5% | -$26.3K | 0.02% | 563 |
|
|
2021
Q4 | $618K | Sell |
2,264
-125
| -5% | -$34.1K | 0.03% | 514 |
|
|
2021
Q3 | $597K | Sell |
2,389
-481
| -17% | -$120K | 0.03% | 506 |
|
|
2021
Q2 | $676K | Buy |
2,870
+232
| +9% | +$54.6K | 0.03% | 481 |
|
|
2021
Q1 | $673K | Buy |
2,638
+284
| +12% | +$72.5K | 0.04% | 447 |
|
|
2020
Q4 | $564K | Buy |
2,354
+419
| +22% | +$100K | 0.04% | 420 |
|
|
2020
Q3 | $416K | Buy |
1,935
+226
| +13% | +$48.6K | 0.04% | 407 |
|
|
2020
Q2 | $320K | Buy |
+1,709
| New | +$320K | 0.03% | 426 |
|
|
2020
Q1 | – | Sell |
-1,753
| Closed | -$288K | – | 535 |
|
|
2019
Q4 | $288K | Buy |
1,753
+130
| +8% | +$21.4K | 0.04% | 372 |
|
|
2019
Q3 | $276K | Buy |
1,623
+100
| +7% | +$17K | 0.04% | 350 |
|
|
2019
Q2 | $313K | Buy |
1,523
+20
| +1% | +$4.11K | 0.05% | 312 |
|
|
2019
Q1 | $290K | Buy |
+1,503
| New | +$290K | 0.04% | 361 |
|