Kovitz Investment Group Partners’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2M | Buy |
54,940
+47,353
| +624% | +$11.4M | 0.06% | 257 |
|
2025
Q1 | $1.77M | Buy |
7,587
+2,455
| +48% | +$573K | 0.01% | 603 |
|
2024
Q4 | $1.32M | Sell |
5,132
-67
| -1% | -$17.3K | 0.01% | 657 |
|
2024
Q3 | $980K | Buy |
5,199
+1,573
| +43% | +$296K | 0.01% | 629 |
|
2024
Q2 | $811K | Sell |
3,626
-225
| -6% | -$50.3K | 0.01% | 579 |
|
2024
Q1 | $1.05M | Sell |
3,851
-164
| -4% | -$44.7K | 0.01% | 400 |
|
2023
Q4 | $1.11M | Sell |
4,015
-388
| -9% | -$107K | 0.02% | 282 |
|
2023
Q3 | $946K | Sell |
4,403
-230
| -5% | -$49.4K | 0.02% | 287 |
|
2023
Q2 | $1.05M | Sell |
4,633
-191
| -4% | -$43.1K | 0.02% | 289 |
|
2023
Q1 | $996K | Sell |
4,824
-177
| -4% | -$36.5K | 0.02% | 292 |
|
2022
Q4 | $837K | Sell |
5,001
-10,161
| -67% | -$1.7M | 0.02% | 299 |
|
2022
Q3 | $2.31M | Buy |
15,162
+6,111
| +68% | +$930K | 0.05% | 213 |
|
2022
Q2 | $1.26M | Buy |
+9,051
| New | +$1.26M | 0.03% | 254 |
|