Summit Trail Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
3,720
+292
| +9% | +$70.1K | 0.02% | 522 |
|
|
2025
Q1 | $801K | Buy |
3,428
+1,551
| +83% | +$362K | 0.03% | 184 |
|
|
2024
Q4 | $484K | Buy |
1,877
+799
| +74% | +$206K | 0.02% | 225 |
|
|
2024
Q3 | $263K | Buy |
1,078
+118
| +12% | +$28.8K | 0.01% | 587 |
|
|
2024
Q2 | $215K | Sell |
960
-175
| -15% | -$39.1K | 0.01% | 575 |
|
|
2024
Q1 | $310K | Buy |
+1,135
| New | +$310K | 0.01% | 450 |
|
|
2023
Q4 | – | Sell |
-941
| Closed | -$202K | – | 594 |
|
|
2023
Q3 | $202K | Buy |
941
+43
| +5% | +$9.24K | 0.01% | 501 |
|
|
2023
Q2 | $203K | Buy |
+898
| New | +$203K | 0.01% | 486 |
|
|
2018
Q1 | – | Sell |
-301
| Closed | -$35K | – | 1645 |
|
|
2017
Q4 | $35K | Buy |
+301
| New | +$35K | ﹤0.01% | 908 |
|