Night Owl Capital Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-57,224
| Closed | -$14.2M | – | 27 |
|
|
2021
Q1 | $14.2M | Buy |
57,224
+3,139
| +6% | +$780K | 2.89% | 16 |
|
|
2020
Q4 | $13M | Buy |
54,085
+2,197
| +4% | +$526K | 2.49% | 16 |
|
|
2020
Q3 | $11.2M | Buy |
51,888
+746
| +1% | +$160K | 2.32% | 19 |
|
|
2020
Q2 | $9.58M | Sell |
51,142
-37
| -0.1% | -$6.93K | 2.28% | 18 |
|
|
2020
Q1 | $6.67M | Sell |
51,179
-4,396
| -8% | -$572K | 2.23% | 18 |
|
|
2019
Q4 | $9.14M | Sell |
55,575
-134
| -0.2% | -$22K | 2.63% | 17 |
|
|
2019
Q3 | $9.47M | Buy |
55,709
+3,985
| +8% | +$677K | 3.01% | 15 |
|
|
2019
Q2 | $10.6M | Buy |
51,724
+13,756
| +36% | +$2.83M | 3.25% | 13 |
|
|
2019
Q1 | $7.32M | Buy |
37,968
+583
| +2% | +$112K | 2.62% | 14 |
|
|
2018
Q4 | $5.97M | Buy |
37,385
+133
| +0.4% | +$21.2K | 2.56% | 14 |
|
|
2018
Q3 | $5.44M | Buy |
37,252
+704
| +2% | +$103K | 1.93% | 19 |
|
|
2018
Q2 | $4.43M | Buy |
+36,548
| New | +$4.43M | 1.62% | 21 |
|