LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40
| Closed | -$10.1K | – | 587 |
|
|
2024
Q1 | $10.1K | Buy |
+40
| New | +$10.1K | ﹤0.01% | 495 |
|
|
2022
Q3 | – | Sell |
-351
| Closed | -$49K | – | 644 |
|
|
2022
Q2 | $49K | Sell |
351
-47
| -12% | -$6.56K | ﹤0.01% | 425 |
|
|
2022
Q1 | $95K | Buy |
398
+333
| +512% | +$79.5K | ﹤0.01% | 380 |
|
|
2021
Q4 | $18K | Sell |
65
-50
| -43% | -$13.8K | ﹤0.01% | 545 |
|
|
2021
Q3 | $29K | Sell |
115
-55
| -32% | -$13.9K | ﹤0.01% | 500 |
|
|
2021
Q2 | $41K | Buy |
+170
| New | +$41K | ﹤0.01% | 488 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$8K | – | 710 |
|
|
2020
Q4 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 621 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$34K | – | 722 |
|
|
2019
Q3 | $34K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $41K | Hold |
200
| – | – | ﹤0.01% | 420 |
|
|
2019
Q1 | $39K | Hold |
200
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $32K | Hold |
200
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $29K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $24K | Hold |
200
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 516 |
|
|
2017
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 522 |
|
|
2017
Q3 | $21K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 491 |
|
|
2017
Q1 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 509 |
|