OneDigital 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 | $7.62M | Sell |
31,763
-44
| -0.1% | -$10.6K | 0.08% | 188 |
|
|
2025
Q1 | $7.43M | Buy |
31,807
+1,895
| +6% | +$443K | 0.09% | 183 |
|
|
2024
Q4 | $7.72M | Buy |
29,912
+938
| +3% | +$242K | 0.09% | 175 |
|
|
2024
Q3 | $7.08M | Sell |
28,974
-3,627
| -11% | -$886K | 0.08% | 196 |
|
|
2024
Q2 | $7.29M | Buy |
32,601
+1,973
| +6% | +$441K | 0.09% | 179 |
|
|
2024
Q1 | $8.35M | Buy |
30,628
+4,267
| +16% | +$1.16M | 0.13% | 147 |
|
|
2023
Q4 | $7.28M | Buy |
26,361
+8,080
| +44% | +$2.23M | 0.13% | 147 |
|
|
2023
Q3 | $3.93M | Buy |
18,281
+1,838
| +11% | +$395K | 0.09% | 177 |
|
|
2023
Q2 | $3.71M | Buy |
16,443
+636
| +4% | +$144K | 0.08% | 185 |
|
|
2023
Q1 | $3.26M | Buy |
15,807
+2,661
| +20% | +$550K | 0.08% | 191 |
|
|
2022
Q4 | $2.2M | Buy |
13,146
+5,498
| +72% | +$920K | 0.06% | 245 |
|
|
2022
Q3 | $1.16M | Buy |
+7,648
| New | +$1.16M | 0.04% | 262 |
|
|
2021
Q2 | – | Sell |
-1,251
| Closed | -$311K | – | 754 |
|
|
2021
Q1 | $311K | Buy |
1,251
+71
| +6% | +$17.7K | 0.01% | 497 |
|
|
2020
Q4 | $283K | Hold |
1,180
| – | – | 0.01% | 499 |
|
|
2020
Q3 | $254K | Buy |
+1,180
| New | +$254K | 0.02% | 475 |
|
|
2019
Q3 | – | Sell |
-1,119
| Closed | -$230K | – | 1114 |
|
|
2019
Q2 | $230K | Buy |
+1,119
| New | +$230K | 0.02% | 382 |
|