Pinnacle Wealth Planning Services’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$390K Buy
2025
Q1
$373K Buy
2024
Q4
$387K Buy
2024
Q3
$314K Buy
2024
Q2
$270K Buy
2024
Q1
$305K Buy
2023
Q4
$212K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2021
Q1
Sell
2020
Q4
$78K Buy