Perigon Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
1,845
+22
| +1% | +$5.28K | 0.01% | 707 |
|
|
2025
Q1 | $426K | Buy |
1,823
+202
| +12% | +$47.2K | 0.01% | 685 |
|
|
2024
Q4 | $406K | Buy |
1,621
+28
| +2% | +$7.02K | 0.01% | 701 |
|
|
2024
Q3 | $389K | Buy |
+1,593
| New | +$389K | 0.01% | 694 |
|
|
2024
Q1 | – | Sell |
-1,803
| Closed | -$498K | – | 912 |
|
|
2023
Q4 | $498K | Sell |
1,803
-56
| -3% | -$15.5K | 0.02% | 498 |
|
|
2023
Q3 | $399K | Sell |
1,859
-23
| -1% | -$4.94K | 0.02% | 501 |
|
|
2023
Q2 | $425K | Buy |
1,882
+85
| +5% | +$19.2K | 0.02% | 501 |
|
|
2023
Q1 | $371K | Buy |
1,797
+110
| +7% | +$22.7K | 0.02% | 469 |
|
|
2022
Q4 | $282K | Sell |
1,687
-921
| -35% | -$154K | 0.02% | 549 |
|
|
2022
Q3 | $397K | Buy |
2,608
+975
| +60% | +$148K | 0.03% | 370 |
|
|
2022
Q2 | $228K | Sell |
1,633
-178
| -10% | -$24.9K | 0.02% | 505 |
|
|
2022
Q1 | $434K | Sell |
1,811
-56
| -3% | -$13.4K | 0.03% | 388 |
|
|
2021
Q4 | $510K | Buy |
1,867
+33
| +2% | +$9.01K | 0.04% | 338 |
|
|
2021
Q3 | $458K | Buy |
1,834
+92
| +5% | +$23K | 0.04% | 319 |
|
|
2021
Q2 | $416K | Buy |
1,742
+179
| +11% | +$42.7K | 0.04% | 342 |
|
|
2021
Q1 | $388K | Buy |
1,563
+779
| +99% | +$193K | 0.04% | 341 |
|
|
2020
Q4 | $188K | Buy |
+784
| New | +$188K | 0.02% | 408 |
|
|
2020
Q3 | – | Sell |
-1,750
| Closed | -$328K | – | 385 |
|
|
2020
Q2 | $328K | Hold |
1,750
| – | – | 0.05% | 252 |
|
|
2020
Q1 | $254K | Buy |
+1,750
| New | +$254K | 0.05% | 264 |
|
|
2018
Q2 | – | Sell |
-350
| Closed | -$44K | – | 590 |
|
|
2018
Q1 | $44K | Hold |
350
| – | – | 0.02% | 331 |
|
|
2017
Q4 | $36K | Hold |
350
| – | – | 0.01% | 333 |
|
|
2017
Q3 | $37K | Buy |
+350
| New | +$37K | 0.01% | 373 |
|
|
2016
Q2 | – | Sell |
-1,201
| Closed | -$92K | – | 459 |
|
|
2016
Q1 | $92K | Buy |
+1,201
| New | +$92K | 0.03% | 168 |
|