Steward Partners Investment Advisory’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
8,414
-963
| -10% | -$231K | 0.02% | 719 |
|
|
2025
Q1 | $2.19M | Buy |
9,377
+228
| +2% | +$53.2K | 0.02% | 641 |
|
|
2024
Q4 | $2.36M | Buy |
9,149
+760
| +9% | +$196K | 0.02% | 583 |
|
|
2024
Q3 | $2.05M | Sell |
8,389
-9,581
| -53% | -$2.34M | 0.02% | 619 |
|
|
2024
Q2 | $4.02M | Sell |
17,970
-1,277
| -7% | -$285K | 0.04% | 385 |
|
|
2024
Q1 | $5.25M | Buy |
19,247
+495
| +3% | +$135K | 0.06% | 325 |
|
|
2023
Q4 | $5.18M | Sell |
18,752
-788
| -4% | -$218K | 0.07% | 278 |
|
|
2023
Q3 | $4.2M | Buy |
19,540
+2,143
| +12% | +$460K | 0.06% | 292 |
|
|
2023
Q2 | $3.93M | Buy |
17,397
+4,842
| +39% | +$1.09M | 0.06% | 312 |
|
|
2023
Q1 | $2.59M | Buy |
12,555
+7,432
| +145% | +$1.54M | 0.04% | 397 |
|
|
2022
Q4 | $857K | Sell |
5,123
-1,436
| -22% | -$240K | 0.01% | 718 |
|
|
2022
Q3 | $998K | Buy |
6,559
+1,066
| +19% | +$162K | 0.02% | 626 |
|
|
2022
Q2 | $767K | Sell |
5,493
-582
| -10% | -$81.3K | 0.01% | 724 |
|
|
2022
Q1 | $1.46M | Sell |
6,075
-4,182
| -41% | -$1M | 0.02% | 576 |
|
|
2021
Q4 | $2.8M | Sell |
10,257
-83
| -0.8% | -$22.7K | 0.04% | 396 |
|
|
2021
Q3 | $2.58M | Buy |
10,340
+1,536
| +17% | +$384K | 0.04% | 390 |
|
|
2021
Q2 | $2.1M | Buy |
8,804
+3,554
| +68% | +$849K | 0.04% | 436 |
|
|
2021
Q1 | $1.3M | Buy |
5,250
+679
| +15% | +$169K | 0.02% | 549 |
|
|
2020
Q4 | $1.1M | Buy |
4,571
+269
| +6% | +$64.4K | 0.02% | 533 |
|
|
2020
Q3 | $925K | Sell |
4,302
-138
| -3% | -$29.7K | 0.02% | 502 |
|
|
2020
Q2 | $832K | Sell |
4,440
-15
| -0.3% | -$2.81K | 0.02% | 497 |
|
|
2020
Q1 | $580K | Sell |
4,455
-633
| -12% | -$82.4K | 0.02% | 530 |
|
|
2019
Q4 | $836K | Buy |
5,088
+758
| +18% | +$125K | 0.02% | 500 |
|
|
2019
Q3 | $735K | Buy |
4,330
+997
| +30% | +$169K | 0.02% | 484 |
|
|
2019
Q2 | $685K | Buy |
3,333
+520
| +18% | +$107K | 0.03% | 476 |
|
|
2019
Q1 | $542K | Buy |
2,813
+73
| +3% | +$14.1K | 0.02% | 495 |
|
|
2018
Q4 | $437K | Sell |
2,740
-5,775
| -68% | -$921K | 0.02% | 522 |
|
|
2018
Q3 | $1.24M | Buy |
8,515
+767
| +10% | +$112K | 0.06% | 295 |
|
|
2018
Q2 | $938K | Buy |
7,748
+6,761
| +685% | +$819K | 0.06% | 311 |
|
|
2018
Q1 | $125K | Buy |
987
+675
| +216% | +$85.5K | 0.01% | 722 |
|
|
2017
Q4 | $31K | Buy |
312
+300
| +2,500% | +$29.8K | ﹤0.01% | 991 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1619 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1558 |
|
|
2017
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1569 |
|