Personal CFO Solutions’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
5,107
-404
-7% -$97K 0.23% 86
2025
Q1
$1.29M Sell
5,511
-441
-7% -$103K 0.26% 76
2024
Q4
$1.54M Sell
5,952
-23
-0.4% -$5.94K 0.3% 60
2024
Q3
$1.46M Buy
5,975
+1,043
+21% +$255K 0.2% 91
2024
Q2
$1.1M Sell
4,932
-262
-5% -$58.6K 0.17% 117
2024
Q1
$1.42M Sell
5,194
-6
-0.1% -$1.64K 0.22% 88
2023
Q4
$1.44M Buy
5,200
+60
+1% +$16.6K 0.25% 76
2023
Q3
$1.1M Buy
5,140
+223
+5% +$47.9K 0.22% 87
2023
Q2
$1.11M Buy
4,917
+2,878
+141% +$650K 0.23% 88
2023
Q1
$421K Buy
2,039
+205
+11% +$42.3K 0.09% 227
2022
Q4
$312K Buy
1,834
+254
+16% +$43.2K 0.07% 283
2022
Q3
$241K Buy
+1,580
New +$241K 0.06% 310
2022
Q2
Sell
-1,428
Closed -$342K 497
2022
Q1
$342K Sell
1,428
-64
-4% -$15.3K 0.07% 285
2021
Q4
$408K Buy
1,492
+91
+6% +$24.9K 0.08% 238
2021
Q3
$350K Buy
1,401
+32
+2% +$7.99K 0.07% 252
2021
Q2
$327K Buy
1,369
+68
+5% +$16.2K 0.07% 265
2021
Q1
$323K Buy
1,301
+143
+12% +$35.5K 0.07% 240
2020
Q4
$277K Sell
1,158
-1,053
-48% -$252K 0.07% 262
2020
Q3
$0 Buy
2,211
+156
+8% ﹤0.01% 332
2020
Q2
$385K Buy
+2,055
New +$385K 0.11% 169