Summit Securities Group’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34
| Closed | -$8.77K | – | 973 |
|
|
2024
Q4 | $8.77K | Buy |
+34
| New | +$8.77K | ﹤0.01% | 357 |
|
|
2024
Q3 | – | Sell |
-28
| Closed | -$6K | – | 776 |
|
|
2024
Q2 | $6K | Sell |
28
-222
| -89% | -$47.6K | ﹤0.01% | 360 |
|
|
2024
Q1 | $68K | Buy |
250
+233
| +1,371% | +$63.4K | 0.01% | 119 |
|
|
2023
Q4 | $5K | Sell |
17
-117
| -87% | -$34.4K | ﹤0.01% | 368 |
|
|
2023
Q3 | $29K | Buy |
+134
| New | +$29K | ﹤0.01% | 189 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1115 |
|
|
2022
Q4 | – | Sell |
-499
| Closed | -$76K | – | 1146 |
|
|
2022
Q3 | $76K | Buy |
+499
| New | +$76K | 0.01% | 390 |
|
|
2022
Q2 | – | Sell |
-806
| Closed | -$193K | – | 966 |
|
|
2022
Q1 | $193K | Buy |
+806
| New | +$193K | 0.02% | 238 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 498 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 428 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 351 |
|
|
2017
Q2 | – | Sell |
-3,307
| Closed | -$275K | – | 330 |
|
|
2017
Q1 | $275K | Buy |
+3,307
| New | +$275K | 0.08% | 215 |
|
|
2015
Q2 | – | Sell |
-470
| Closed | -$40K | – | 568 |
|
|
2015
Q1 | $40K | Buy |
+470
| New | +$40K | 0.03% | 187 |
|