Moneta Group Investment Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
1,665
+34
| +2% | +$8.16K | ﹤0.01% | 494 |
|
|
2025
Q1 | $381K | Sell |
1,631
-902
| -36% | -$211K | 0.01% | 479 |
|
|
2024
Q4 | $654K | Sell |
2,533
-536
| -17% | -$138K | 0.01% | 347 |
|
|
2024
Q3 | $750K | Sell |
3,069
-28
| -0.9% | -$6.84K | 0.01% | 320 |
|
|
2024
Q2 | $692K | Buy |
3,097
+828
| +36% | +$185K | 0.01% | 327 |
|
|
2024
Q1 | $619K | Buy |
2,269
+367
| +19% | +$100K | 0.01% | 336 |
|
|
2023
Q4 | $525K | Sell |
1,902
-11
| -0.6% | -$3.04K | 0.01% | 333 |
|
|
2023
Q3 | $411K | Sell |
1,913
-1
| -0.1% | -$215 | 0.01% | 355 |
|
|
2023
Q2 | $432K | Buy |
+1,914
| New | +$432K | 0.01% | 347 |
|
|
2022
Q2 | – | Sell |
-910
| Closed | -$218K | – | 506 |
|
|
2022
Q1 | $218K | Buy |
+910
| New | +$218K | 0.01% | 412 |
|