LA
Legacy Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,970
| Closed | -$460K | – | 408 |
|
|
2025
Q1 | $460K | Buy |
1,970
+340
| +21% | +$79.4K | 0.05% | 273 |
|
|
2024
Q4 | $421K | Buy |
1,630
+1
| +0.1% | +$258 | 0.04% | 272 |
|
|
2024
Q3 | $398K | Buy |
1,629
+89
| +6% | +$21.8K | 0.04% | 263 |
|
|
2024
Q2 | $344K | Buy |
1,540
+39
| +3% | +$8.72K | 0.04% | 235 |
|
|
2024
Q1 | $409K | Sell |
1,501
-203
| -12% | -$55.4K | 0.05% | 224 |
|
|
2023
Q4 | $470K | Buy |
1,704
+204
| +14% | +$56.3K | 0.06% | 203 |
|
|
2023
Q3 | $322K | Sell |
1,500
-211
| -12% | -$45.3K | 0.05% | 230 |
|
|
2023
Q2 | $386K | Buy |
1,711
+16
| +0.9% | +$3.61K | 0.06% | 194 |
|
|
2023
Q1 | $350K | Buy |
1,695
+195
| +13% | +$40.3K | 0.06% | 183 |
|
|
2022
Q4 | $251K | Buy |
1,500
+31
| +2% | +$5.19K | 0.05% | 205 |
|
|
2022
Q3 | $224K | Buy |
+1,469
| New | +$224K | 0.05% | 203 |
|
|
2019
Q3 | – | Sell |
-113
| Closed | -$23K | – | 333 |
|
|
2019
Q2 | $23K | Hold |
113
| – | – | 0.02% | 249 |
|
|
2019
Q1 | $22K | Buy |
+113
| New | +$22K | 0.01% | 271 |
|
|
2018
Q4 | – | Sell |
-167
| Closed | -$24K | – | 394 |
|
|
2018
Q3 | $24K | Hold |
167
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $20K | Buy |
167
+54
| +48% | +$6.47K | 0.01% | 257 |
|
|
2018
Q1 | $14K | Hold |
113
| – | – | 0.01% | 238 |
|
|
2017
Q4 | $11K | Hold |
113
| – | – | 0.01% | 251 |
|
|
2017
Q3 | $11K | Buy |
+113
| New | +$11K | 0.01% | 210 |
|