Schechter Investment Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1M | Sell |
4,294
-513
| -11% | -$120K | 0.08% | 238 |
|
|
2024
Q4 | $1.24M | Sell |
4,807
-77
| -2% | -$19.9K | 0.1% | 199 |
|
|
2024
Q3 | $1.19M | Buy |
4,884
+1,314
| +37% | +$321K | 0.09% | 217 |
|
|
2024
Q2 | $798K | Sell |
3,570
-134
| -4% | -$30K | 0.06% | 284 |
|
|
2024
Q1 | $1.01M | Sell |
3,704
-163
| -4% | -$44.5K | 0.08% | 246 |
|
|
2023
Q4 | $1.07M | Sell |
3,867
-67
| -2% | -$18.5K | 0.09% | 219 |
|
|
2023
Q3 | $845K | Buy |
3,934
+1
| +0% | +$215 | 0.08% | 248 |
|
|
2023
Q2 | $888K | Buy |
+3,933
| New | +$888K | 0.08% | 264 |
|