KWA
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Kingswood Wealth Advisors’s Workday WDAY Stock Holding History

Kingswood Wealth Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$212K Sell
883
-179
-17% -$43K 0.02% 685
2025
Q1 		$248K Buy
1,062
+65
+7% +$15.2K 0.02% 612
2024
Q4 		$257K Sell
997
-2,381
-70% -$614K 0.02% 660
2024
Q3 		$825K Buy
+3,378
New +$825K 0.06% 337