Samalin Investment Counsel’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,078
| Closed | -$252K | – | 327 |
|
2025
Q1 | $252K | Sell |
1,078
-161
| -13% | -$37.6K | 0.1% | 262 |
|
2024
Q4 | $320K | Buy |
+1,239
| New | +$320K | 0.14% | 212 |
|
2022
Q2 | – | Sell |
-945
| Closed | -$226K | – | 254 |
|
2022
Q1 | $226K | Hold |
945
| – | – | 0.14% | 212 |
|
2021
Q4 | $258K | Sell |
945
-25
| -3% | -$6.83K | 0.15% | 192 |
|
2021
Q3 | $242K | Hold |
970
| – | – | 0.16% | 200 |
|
2021
Q2 | $232K | Hold |
970
| – | – | 0.15% | 205 |
|
2021
Q1 | $240K | Sell |
970
-50
| -5% | -$12.4K | 0.16% | 194 |
|
2020
Q4 | $244K | Sell |
1,020
-115
| -10% | -$27.5K | 0.18% | 178 |
|
2020
Q3 | $244K | Sell |
1,135
-100
| -8% | -$21.5K | 0.22% | 152 |
|
2020
Q2 | $231K | Buy |
+1,235
| New | +$231K | 0.24% | 133 |
|