OWA
Outlook Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Hold |
2,567
| – | – | 0.16% | 127 |
|
|
2025
Q1 | $599K | Sell |
2,567
-26
| -1% | -$6.07K | 0.17% | 120 |
|
|
2024
Q4 | $669K | Sell |
2,593
-17
| -0.7% | -$4.39K | 0.19% | 110 |
|
|
2024
Q3 | $638K | Sell |
2,610
-66
| -2% | -$16.1K | 0.18% | 115 |
|
|
2024
Q2 | $598K | Sell |
2,676
-105
| -4% | -$23.5K | 0.19% | 111 |
|
|
2024
Q1 | $759K | Sell |
2,781
-280
| -9% | -$76.4K | 0.23% | 86 |
|
|
2023
Q4 | $845K | Sell |
3,061
-730
| -19% | -$202K | 0.3% | 67 |
|
|
2023
Q3 | $814K | Buy |
3,791
+142
| +4% | +$30.5K | 0.31% | 75 |
|
|
2023
Q2 | $824K | Buy |
3,649
+1,391
| +62% | +$314K | 0.31% | 78 |
|
|
2023
Q1 | $466K | Buy |
2,258
+56
| +3% | +$11.6K | 0.21% | 116 |
|
|
2022
Q4 | $368K | Buy |
2,202
+28
| +1% | +$4.69K | 0.17% | 121 |
|
|
2022
Q3 | $332K | Buy |
+2,174
| New | +$332K | 0.15% | 140 |
|