Summit Financial’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
6,476
-168
-3% -$40.3K 0.04% 337
2025
Q1
$1.55M Sell
6,644
-718
-10% -$168K 0.04% 296
2024
Q4
$1.9M Buy
7,362
+391
+6% +$101K 0.07% 222
2024
Q3
$1.7M Buy
6,971
+8
+0.1% +$1.96K 0.07% 192
2024
Q2
$1.56M Buy
6,963
+2,148
+45% +$480K 0.07% 179
2024
Q1
$1.31M Sell
4,815
-8,310
-63% -$2.27M 0.08% 153
2023
Q4
$3.62M Buy
13,125
+7,115
+118% +$1.96M 0.24% 58
2023
Q3
$1.29M Buy
+6,010
New +$1.29M 0.1% 135