Plante Moran Financial Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1.12K | – | 947 |
|
|
2024
Q2 | $1.12K | Sell |
5
-24
| -83% | -$5.37K | ﹤0.01% | 723 |
|
|
2024
Q1 | $7.91K | Sell |
29
-44
| -60% | -$12K | ﹤0.01% | 634 |
|
|
2023
Q4 | $20.2K | Buy |
+73
| New | +$20.2K | ﹤0.01% | 453 |
|
|
2023
Q3 | – | Sell |
-49
| Closed | -$11.1K | – | 889 |
|
|
2023
Q2 | $11.1K | Buy |
+49
| New | +$11.1K | ﹤0.01% | 540 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$2K | – | 1103 |
|
|
2022
Q2 | $2K | Sell |
16
-184
| -92% | -$23K | ﹤0.01% | 855 |
|
|
2022
Q1 | $48K | Sell |
200
-12
| -6% | -$2.88K | 0.01% | 341 |
|
|
2021
Q4 | $58K | Hold |
212
| – | – | 0.01% | 335 |
|
|
2021
Q3 | $53K | Hold |
212
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $51K | Sell |
212
-900
| -81% | -$217K | 0.01% | 371 |
|
|
2021
Q1 | $276K | Buy |
+1,112
| New | +$276K | 0.08% | 135 |
|
|
2020
Q4 | – | Sell |
-45
| Closed | -$10K | – | 1035 |
|
|
2020
Q3 | $10K | Buy |
+45
| New | +$10K | ﹤0.01% | 613 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$62K | – | 920 |
|
|
2019
Q2 | $62K | Sell |
300
-400
| -57% | -$82.7K | 0.02% | 294 |
|
|
2019
Q1 | $135K | Buy |
+700
| New | +$135K | 0.04% | 193 |
|
|
2015
Q4 | – | Sell |
-52
| Closed | -$4K | – | 999 |
|
|
2015
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 621 |
|
|
2015
Q2 | $4K | Buy |
52
+37
| +247% | +$2.85K | ﹤0.01% | 650 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 701 |
|
|
2014
Q4 | $1K | Sell |
15
-101
| -87% | -$6.73K | ﹤0.01% | 792 |
|
|
2014
Q3 | $10K | Sell |
116
-27
| -19% | -$2.33K | 0.01% | 545 |
|
|
2014
Q2 | $13K | Buy |
143
+75
| +110% | +$6.82K | 0.01% | 464 |
|
|
2014
Q1 | $6K | Hold |
68
| – | – | 0.01% | 449 |
|
|
2013
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 522 |
|
|
2013
Q3 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 464 |
|