Kozak & Associates’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
2,722
+145
| +6% | +$34.8K | 0.13% | 38 |
|
|
2025
Q1 | $599K | Hold |
2,577
| – | – | 0.15% | 35 |
|
|
2024
Q4 | $652K | Hold |
2,577
| – | – | 0.15% | 34 |
|
|
2024
Q3 | $619K | Hold |
2,577
| – | – | 0.15% | 35 |
|
|
2024
Q2 | $581K | Hold |
2,577
| – | – | 0.14% | 33 |
|
|
2024
Q1 | $661K | Hold |
2,577
| – | – | 0.18% | 32 |
|
|
2023
Q4 | $724K | Sell |
2,577
-266
| -9% | -$74.7K | 0.23% | 28 |
|
|
2023
Q3 | $607K | Sell |
2,843
-267
| -9% | -$57K | 0.22% | 34 |
|
|
2023
Q2 | $698K | Hold |
3,110
| – | – | 0.28% | 31 |
|
|
2023
Q1 | $642K | Hold |
3,110
| – | – | 0.29% | 31 |
|
|
2022
Q4 | $520K | Sell |
3,110
-65
| -2% | -$10.9K | 0.26% | 37 |
|
|
2022
Q3 | $453K | Buy |
3,175
+401
| +14% | +$57.2K | 0.29% | 36 |
|
|
2022
Q2 | $387K | Buy |
2,774
+655
| +31% | +$91.4K | 0.26% | 40 |
|
|
2022
Q1 | $484K | Hold |
2,119
| – | – | 0.31% | 36 |
|
|
2021
Q4 | $484K | Buy |
2,119
+31
| +1% | +$7.08K | 0.31% | 36 |
|
|
2021
Q3 | $617K | Buy |
+2,088
| New | +$617K | 0.36% | 33 |
|
|
2020
Q4 | $357K | Buy |
+1,354
| New | +$357K | 0.28% | 43 |
|