Pathstone Family Office’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.81M Buy
8,422
+2,114
+34% +$455K 0.01% 490
2023
Q2
$1.43M Sell
6,308
-119
-2% -$26.9K 0.02% 388
2023
Q1
$1.33M Sell
6,427
-7,651
-54% -$1.59M 0.02% 371
2022
Q4
$2.35M Sell
14,078
-803
-5% -$134K 0.02% 461
2022
Q3
$2.27M Buy
+14,881
New +$2.27M 0.02% 394
2020
Q4
Sell
-200
Closed -$43K 1343
2020
Q3
$43K Buy
+200
New +$43K ﹤0.01% 382
2019
Q1
Sell
-34
Closed -$5K 948
2018
Q4
$5K Buy
+34
New +$5K ﹤0.01% 381
2017
Q2
Sell
-4
Closed 647
2017
Q1
$0 Buy
+4
New ﹤0.01% 628