Sterling Group 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 | – | Sell |
-20,940
| Closed | -$4.89M | – | 63 |
|
|
2025
Q1 | $4.89M | Hold |
20,940
| – | – | 2.62% | 9 |
|
|
2024
Q4 | $5.4M | Hold |
20,940
| – | – | 2.8% | 9 |
|
|
2024
Q3 | $5.12M | Hold |
20,940
| – | – | 2.71% | 9 |
|
|
2024
Q2 | $4.68M | Buy |
+20,940
| New | +$4.68M | 2.69% | 8 |
|
|
2024
Q1 | – | Sell |
-20,940
| Closed | -$5.78M | – | 52 |
|
|
2023
Q4 | $5.78M | Hold |
20,940
| – | – | 4.49% | 8 |
|
|
2023
Q3 | $4.5M | Hold |
20,940
| – | – | 4.26% | 7 |
|
|
2023
Q2 | $4.73M | Hold |
20,940
| – | – | 4.1% | 6 |
|
|
2023
Q1 | $4.32M | Hold |
20,940
| – | – | 4.08% | 7 |
|
|
2022
Q4 | $3.5M | Buy |
+20,940
| New | +$3.5M | 3.45% | 8 |
|