PFWA
Paces Ferry Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
2,524
-9
| -0.4% | -$2.16K | 0.28% | 51 |
|
|
2025
Q1 | $592K | Hold |
2,533
| – | – | 0.29% | 53 |
|
|
2024
Q4 | $654K | Sell |
2,533
-65
| -3% | -$16.8K | 0.32% | 50 |
|
|
2024
Q3 | $635K | Sell |
2,598
-12
| -0.5% | -$2.93K | 0.37% | 47 |
|
|
2024
Q2 | $583K | Buy |
2,610
+1
| +0% | +$224 | 0.35% | 52 |
|
|
2024
Q1 | $712K | Sell |
2,609
-48
| -2% | -$13.1K | 0.46% | 46 |
|
|
2023
Q4 | $733K | Sell |
2,657
-5
| -0.2% | -$1.38K | 0.51% | 45 |
|
|
2023
Q3 | $572K | Sell |
2,662
-80
| -3% | -$17.2K | 0.45% | 47 |
|
|
2023
Q2 | $619K | Sell |
2,742
-139
| -5% | -$31.4K | 0.47% | 47 |
|
|
2023
Q1 | $595K | Sell |
2,881
-4
| -0.1% | -$826 | 0.48% | 47 |
|
|
2022
Q4 | $483K | Sell |
2,885
-12
| -0.4% | -$2.01K | 0.47% | 45 |
|
|
2022
Q3 | $441K | Sell |
2,897
-508
| -15% | -$77.3K | 0.48% | 48 |
|
|
2022
Q2 | $475K | Sell |
3,405
-19
| -0.6% | -$2.65K | 0.47% | 47 |
|
|
2022
Q1 | $820K | Sell |
3,424
-3
| -0.1% | -$718 | 0.65% | 35 |
|
|
2021
Q4 | $936K | Sell |
3,427
-43
| -1% | -$11.7K | 0.67% | 37 |
|
|
2021
Q3 | $867K | Sell |
3,470
-10
| -0.3% | -$2.5K | 0.69% | 37 |
|
|
2021
Q2 | $831K | Sell |
3,480
-16
| -0.5% | -$3.82K | 0.64% | 41 |
|
|
2021
Q1 | $869K | Sell |
3,496
-1
| -0% | -$249 | 0.76% | 37 |
|
|
2020
Q4 | $838K | Sell |
3,497
-69
| -2% | -$16.5K | 0.77% | 37 |
|
|
2020
Q3 | $767K | Buy |
+3,566
| New | +$767K | 0.67% | 34 |
|