Mount Yale 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 | $58.3K | Buy |
+243
| New | +$58.3K | ﹤0.01% | 776 |
|
|
2024
Q2 | – | Sell |
-2,912
| Closed | -$794K | – | 568 |
|
|
2024
Q1 | $794K | Buy |
2,912
+4
| +0.1% | +$1.09K | 0.06% | 268 |
|
|
2023
Q4 | $803K | Sell |
2,908
-28
| -1% | -$7.73K | 0.08% | 236 |
|
|
2023
Q3 | $631K | Hold |
2,936
| – | – | 0.07% | 268 |
|
|
2023
Q2 | $663K | Sell |
2,936
-63
| -2% | -$14.2K | 0.07% | 270 |
|
|
2023
Q1 | $619K | Buy |
+2,999
| New | +$619K | 0.07% | 264 |
|