Sanders Morris Harris’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
-5,262
Closed -$1.23M 300
2025
Q1
$1.23M Hold
5,262
0.19% 72
2024
Q4
$1.36M Buy
5,262
+12
+0.2% +$3.1K 0.2% 71
2024
Q3
$1.28M Hold
5,250
0.21% 68
2024
Q2
$1.17M Hold
5,250
0.19% 71
2024
Q1
$1.43M Hold
5,250
0.26% 59
2023
Q4
$1.43M Hold
5,250
0.71% 38
2023
Q3
$1.12M Hold
5,250
0.23% 63
2023
Q2
$1.18M Buy
+5,250
New +$1.18M 0.26% 54
2023
Q1
Sell
-5,250
Closed -$878K 247
2022
Q4
$878K Hold
5,250
0.33% 62
2022
Q3
$811K Hold
5,250
0.2% 81
2022
Q2
$747K Hold
5,250
0.16% 98
2022
Q1
$1.26M Hold
5,250
0.24% 63
2021
Q4
$1.38M Hold
5,250
0.24% 68
2021
Q3
$1.36M Hold
5,250
0.25% 68
2021
Q2
$1.25M Hold
5,250
0.24% 80
2021
Q1
$1.32M Hold
5,250
0.28% 66
2020
Q4
$1.2M Buy
5,250
+2,000
+62% +$458K 0.27% 70
2020
Q3
$761K Buy
3,250
+1,950
+150% +$457K 0.21% 102
2020
Q2
$249K Buy
+1,300
New +$249K 0.12% 93
2019
Q4
Sell
-18,000
Closed -$2.97M 301
2019
Q3
$2.97M Buy
+18,000
New +$2.97M 0.72% 30