Montag & Associates’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
4,781
-154
| -3% | -$37K | 0.06% | 215 |
|
|
2025
Q1 | $1.15M | Buy |
4,935
+1,307
| +36% | +$305K | 0.06% | 224 |
|
|
2024
Q4 | $936K | Hold |
3,628
| – | – | 0.04% | 247 |
|
|
2024
Q3 | $887K | Sell |
3,628
-19
| -0.5% | -$4.64K | 0.04% | 257 |
|
|
2024
Q2 | $815K | Sell |
3,647
-37
| -1% | -$8.27K | 0.04% | 254 |
|
|
2024
Q1 | $1M | Sell |
3,684
-63
| -2% | -$17.2K | 0.05% | 244 |
|
|
2023
Q4 | $1.03M | Buy |
3,747
+248
| +7% | +$68.5K | 0.06% | 220 |
|
|
2023
Q3 | $752K | Hold |
3,499
| – | – | 0.05% | 251 |
|
|
2023
Q2 | $790K | Sell |
3,499
-427
| -11% | -$96.5K | 0.05% | 241 |
|
|
2023
Q1 | $811K | Sell |
3,926
-1,261
| -24% | -$260K | 0.05% | 235 |
|
|
2022
Q4 | $868K | Sell |
5,187
-9,016
| -63% | -$1.51M | 0.06% | 218 |
|
|
2022
Q3 | $2.16M | Buy |
14,203
+1,894
| +15% | +$288K | 0.15% | 132 |
|
|
2022
Q2 | $1.72M | Sell |
12,309
-2,586
| -17% | -$361K | 0.11% | 157 |
|
|
2022
Q1 | $3.57M | Sell |
14,895
-17
| -0.1% | -$4.07K | 0.19% | 125 |
|
|
2021
Q4 | $4.07M | Buy |
14,912
+210
| +1% | +$57.4K | 0.2% | 120 |
|
|
2021
Q3 | $3.67M | Sell |
14,702
-8,283
| -36% | -$2.07M | 0.2% | 118 |
|
|
2021
Q2 | $5.49M | Sell |
22,985
-7,112
| -24% | -$1.7M | 0.29% | 93 |
|
|
2021
Q1 | $7.48M | Sell |
30,097
-1,003
| -3% | -$249K | 0.42% | 67 |
|
|
2020
Q4 | $7.45M | Buy |
31,100
+15,197
| +96% | +$3.64M | 0.46% | 63 |
|
|
2020
Q3 | $3.42M | Buy |
+15,903
| New | +$3.42M | 0.28% | 96 |
|