Montag & Associates’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Sell
2025
Q2
$1.15M Sell
2025
Q1
$1.15M Buy
2024
Q4
$936K Hold
2024
Q3
$887K Sell
2024
Q2
$815K Sell
2024
Q1
$1M Sell
2023
Q4
$1.03M Buy
2023
Q3
$752K Hold
2023
Q2
$790K Sell
2023
Q1
$811K Sell
2022
Q4
$868K Sell
2022
Q3
$2.16M Buy
2022
Q2
$1.72M Sell
2022
Q1
$3.57M Sell
2021
Q4
$4.07M Buy
2021
Q3
$3.67M Sell
2021
Q2
$5.49M Sell
2021
Q1
$7.48M Sell
2020
Q4
$7.45M Buy
2020
Q3
$3.42M Buy