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
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