Sendero Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
6,561
+352
| +6% | +$84.5K | 0.2% | 75 |
|
|
2025
Q1 | $1.45M | Buy |
6,209
+6
| +0.1% | +$1.4K | 0.2% | 70 |
|
|
2024
Q4 | $1.6M | Buy |
6,203
+2,003
| +48% | +$517K | 0.24% | 66 |
|
|
2024
Q3 | $1.03M | Buy |
4,200
+872
| +26% | +$213K | 0.16% | 77 |
|
|
2024
Q2 | $744K | Buy |
+3,328
| New | +$744K | 0.13% | 92 |
|
|
2023
Q3 | – | Sell |
-1,030
| Closed | -$233K | – | 158 |
|
|
2023
Q2 | $233K | Sell |
1,030
-35
| -3% | -$7.91K | 0.05% | 143 |
|
|
2023
Q1 | $220K | Sell |
1,065
-2,910
| -73% | -$601K | 0.07% | 96 |
|
|
2022
Q4 | $665K | Buy |
3,975
+2,045
| +106% | +$342K | 0.24% | 67 |
|
|
2022
Q3 | $294K | Buy |
+1,930
| New | +$294K | 0.12% | 76 |
|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$284K | – | 93 |
|
|
2022
Q1 | $284K | Hold |
1,185
| – | – | 0.13% | 77 |
|
|
2021
Q4 | $324K | Buy |
+1,185
| New | +$324K | 0.14% | 74 |
|