SWA
SOA Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
500
| – | – | 0.02% | 259 |
|
|
2025
Q1 | $117K | Hold |
500
| – | – | 0.02% | 245 |
|
|
2024
Q4 | $129K | Hold |
500
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $122K | Hold |
500
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $112K | Hold |
500
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $136K | Hold |
500
| – | – | 0.03% | 217 |
|
|
2023
Q4 | $138K | Hold |
500
| – | – | 0.03% | 206 |
|
|
2023
Q3 | $107K | Sell |
500
-500
| -50% | -$107K | 0.03% | 219 |
|
|
2023
Q2 | $226K | Hold |
1,000
| – | – | 0.05% | 151 |
|
|
2023
Q1 | $207K | Hold |
1,000
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $167K | Hold |
1,000
| – | – | 0.05% | 166 |
|
|
2022
Q3 | $152K | Hold |
1,000
| – | – | 0.05% | 164 |
|
|
2022
Q2 | $139K | Sell |
1,000
-125
| -11% | -$17.4K | 0.04% | 171 |
|
|
2022
Q1 | $269K | Buy |
1,125
+125
| +13% | +$29.9K | 0.07% | 138 |
|
|
2021
Q4 | $276K | Sell |
1,000
-250
| -20% | -$69K | 0.07% | 135 |
|
|
2021
Q3 | $312K | Buy |
1,250
+250
| +25% | +$62.4K | 0.08% | 128 |
|
|
2021
Q2 | $238K | Hold |
1,000
| – | – | 0.06% | 142 |
|
|
2021
Q1 | $248K | Hold |
1,000
| – | – | 0.07% | 130 |
|
|
2020
Q4 | $274K | Buy |
+1,000
| New | +$274K | 0.07% | 122 |
|