Lyell Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
94,187
+940
| +1% | +$226K | 1.79% | 12 |
|
|
2025
Q1 | $21.8M | Buy |
93,247
+1,781
| +2% | +$416K | 2.04% | 10 |
|
|
2024
Q4 | $23.6M | Buy |
91,466
+538
| +0.6% | +$139K | 2.12% | 10 |
|
|
2024
Q3 | $22.2M | Sell |
90,928
-9,536
| -9% | -$2.33M | 2.02% | 10 |
|
|
2024
Q2 | $22.5M | Buy |
100,464
+5,026
| +5% | +$1.12M | 2.14% | 9 |
|
|
2024
Q1 | $26M | Buy |
95,438
+4,890
| +5% | +$1.33M | 2.65% | 5 |
|
|
2023
Q4 | $25M | Buy |
90,548
+1,277
| +1% | +$353K | 2.84% | 4 |
|
|
2023
Q3 | $19.2M | Sell |
89,271
-1,090
| -1% | -$234K | 2.58% | 4 |
|
|
2023
Q2 | $20.4M | Buy |
90,361
+43
| +0% | +$9.71K | 2.61% | 4 |
|
|
2023
Q1 | $18.7M | Buy |
90,318
+2,150
| +2% | +$444K | 2.61% | 4 |
|
|
2022
Q4 | $14.8M | Sell |
88,168
-1,182
| -1% | -$198K | 2.33% | 3 |
|
|
2022
Q3 | $13.6M | Sell |
89,350
-830
| -0.9% | -$126K | 2.32% | 6 |
|
|
2022
Q2 | $12.6M | Sell |
90,180
-13
| -0% | -$1.81K | 2.05% | 8 |
|
|
2022
Q1 | $21.6M | Buy |
90,193
+510
| +0.6% | +$122K | 2.78% | 5 |
|
|
2021
Q4 | $24.5M | Sell |
89,683
-2,333
| -3% | -$637K | 2.8% | 4 |
|
|
2021
Q3 | $23M | Sell |
92,016
-7,565
| -8% | -$1.89M | 2.8% | 2 |
|
|
2021
Q2 | $23.8M | Buy |
99,581
+1,496
| +2% | +$357K | 2.94% | 2 |
|
|
2021
Q1 | $24.4M | Buy |
98,085
+1,548
| +2% | +$385K | 3.55% | 1 |
|
|
2020
Q4 | $23.1M | Buy |
96,537
+20,407
| +27% | +$4.89M | 3.69% | 2 |
|
|
2020
Q3 | $16.4M | Sell |
76,130
-1,397
| -2% | -$301K | 3.07% | 3 |
|
|
2020
Q2 | $14.5M | Hold |
77,527
| – | – | 3.19% | 5 |
|
|
2020
Q1 | $10.1M | Hold |
77,527
| – | – | 3.02% | 5 |
|
|
2019
Q4 | $12.7M | Hold |
77,527
| – | – | 3.4% | 2 |
|
|
2019
Q3 | $13.2M | Hold |
77,527
| – | – | 3.96% | 2 |
|
|
2019
Q2 | $15.9M | Hold |
77,527
| – | – | 4.8% | 1 |
|
|
2019
Q1 | $15M | Buy |
77,527
+25
| +0% | +$4.82K | 4.99% | 1 |
|
|
2018
Q4 | $12.4M | Buy |
77,502
+50
| +0.1% | +$7.98K | 5.17% | 1 |
|
|
2018
Q3 | $11.3M | Sell |
77,452
-10,400
| -12% | -$1.52M | 3.81% | 2 |
|
|
2018
Q2 | $10.6M | Sell |
87,852
-4,405
| -5% | -$534K | 3.89% | 2 |
|
|
2018
Q1 | $11.7M | Sell |
92,257
-785
| -0.8% | -$99.8K | 4.34% | 2 |
|
|
2017
Q4 | $9.47M | Hold |
93,042
| – | – | 3.76% | 2 |
|
|
2017
Q3 | $9.81M | Hold |
93,042
| – | – | 4.23% | 2 |
|
|
2017
Q2 | $9.03M | Hold |
93,042
| – | – | 4.39% | 2 |
|
|
2017
Q1 | $7.75M | Sell |
93,042
-7,500
| -7% | -$625K | 4.19% | 2 |
|
|
2016
Q4 | $6.65M | Buy |
+100,542
| New | +$6.65M | 4.13% | 2 |
|