Montag & Caldwell’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Sell |
28,053
-2,142
| -7% | -$514K | 1.47% | 30 |
|
|
2025
Q1 | $7.05M | Sell |
30,195
-1,111
| -4% | -$259K | 1.64% | 28 |
|
|
2024
Q4 | $8.08M | Sell |
31,306
-2,202
| -7% | -$568K | 1.72% | 23 |
|
|
2024
Q3 | $8.19M | Buy |
33,508
+28,668
| +592% | +$7.01M | 1.66% | 27 |
|
|
2024
Q2 | $1.08M | Hold |
4,840
| – | – | 0.22% | 47 |
|
|
2024
Q1 | $1.32M | Buy |
4,840
+891
| +23% | +$243K | 0.23% | 38 |
|
|
2023
Q4 | $1.09M | Buy |
3,949
+1,156
| +41% | +$319K | 0.19% | 40 |
|
|
2023
Q3 | $600K | Buy |
+2,793
| New | +$600K | 0.08% | 60 |
|