Lantz Financial’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-932
Closed -$218K 243
2025
Q1
$218K Buy
932
+42
+5% +$9.81K 0.06% 205
2024
Q4
$230K Sell
890
-83
-9% -$21.4K 0.06% 201
2024
Q3
$238K Buy
+973
New +$238K 0.06% 199
2024
Q1
Sell
-826
Closed -$228K 212
2023
Q4
$228K Buy
+826
New +$228K 0.08% 183