Simon Quick Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
2,952
+469
| +19% | +$113K | 0.03% | 332 |
|
|
2025
Q1 | $580K | Buy |
2,483
+1,106
| +80% | +$258K | 0.03% | 263 |
|
|
2024
Q4 | $355K | Buy |
1,377
+56
| +4% | +$14.5K | 0.02% | 328 |
|
|
2024
Q3 | $323K | Buy |
1,321
+263
| +25% | +$64.3K | 0.02% | 306 |
|
|
2024
Q2 | $237K | Sell |
1,058
-281
| -21% | -$62.8K | 0.02% | 332 |
|
|
2024
Q1 | $365K | Buy |
1,339
+396
| +42% | +$108K | 0.03% | 256 |
|
|
2023
Q4 | $260K | Sell |
943
-30
| -3% | -$8.28K | 0.02% | 266 |
|
|
2023
Q3 | $209K | Buy |
+973
| New | +$209K | 0.02% | 303 |
|