Pinnacle Wealth Planning Services’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
1,625
+27
| +2% | +$6.48K | 0.05% | 238 |
|
|
2025
Q1 | $373K | Buy |
1,598
+99
| +7% | +$23.1K | 0.06% | 216 |
|
|
2024
Q4 | $387K | Buy |
1,499
+215
| +17% | +$55.5K | 0.06% | 200 |
|
|
2024
Q3 | $314K | Buy |
1,284
+77
| +6% | +$18.8K | 0.04% | 295 |
|
|
2024
Q2 | $270K | Buy |
1,207
+88
| +8% | +$19.7K | 0.04% | 312 |
|
|
2024
Q1 | $305K | Buy |
1,119
+352
| +46% | +$96K | 0.04% | 290 |
|
|
2023
Q4 | $212K | Buy |
+767
| New | +$212K | 0.03% | 383 |
|
|
2022
Q1 | – | Sell |
-745
| Closed | -$204K | – | 477 |
|
|
2021
Q4 | $204K | Buy |
+745
| New | +$204K | 0.04% | 362 |
|
|
2021
Q1 | – | Sell |
-327
| Closed | -$78K | – | 1924 |
|
|
2020
Q4 | $78K | Buy |
+327
| New | +$78K | 0.02% | 577 |
|