Premier Path Wealth Partners’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
1,116
-222
-17% -$53.3K 0.04% 342
2025
Q1
$312K Buy
1,338
+67
+5% +$15.6K 0.05% 297
2024
Q4
$328K Buy
1,271
+12
+1% +$3.1K 0.05% 292
2024
Q3
$308K Buy
1,259
+174
+16% +$42.5K 0.05% 297
2024
Q2
$243K Sell
1,085
-130
-11% -$29.1K 0.04% 328
2024
Q1
$331K Buy
1,215
+6
+0.5% +$1.64K 0.06% 259
2023
Q4
$334K Buy
+1,209
New +$334K 0.07% 238