SVB Wealth’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
7,283
-3,797
| -34% | -$911K | 0.09% | 170 |
|
2025
Q1 | $2.59M | Sell |
11,080
-10,653
| -49% | -$2.49M | 0.11% | 103 |
|
2024
Q4 | $5.61M | Buy |
+21,733
| New | +$5.61M | 0.1% | 129 |
|
2024
Q3 | – | Sell |
-20,284
| Closed | -$4.53M | – | 623 |
|
2024
Q2 | $4.53M | Sell |
20,284
-6,597
| -25% | -$1.47M | 0.11% | 162 |
|
2024
Q1 | $7.33M | Sell |
26,881
-3,910
| -13% | -$1.07M | 0.16% | 137 |
|
2023
Q4 | $8.5M | Sell |
30,791
-13,371
| -30% | -$3.69M | 0.21% | 115 |
|
2023
Q3 | $9.49M | Sell |
44,162
-3,362
| -7% | -$722K | 0.21% | 109 |
|
2023
Q2 | $10.7M | Sell |
47,524
-4,361
| -8% | -$985K | 0.19% | 109 |
|
2023
Q1 | $10.7M | Sell |
51,885
-4,977
| -9% | -$1.03M | 0.15% | 120 |
|
2022
Q4 | $9.51M | Buy |
56,862
+1,358
| +2% | +$227K | 0.13% | 121 |
|
2022
Q3 | $8.45M | Buy |
55,504
+12,506
| +29% | +$1.9M | 0.12% | 128 |
|
2022
Q2 | $6M | Buy |
+42,998
| New | +$6M | 0.09% | 136 |
|
2020
Q1 | – | Sell |
-2,895
| Closed | -$476K | – | 689 |
|
2019
Q4 | $476K | Hold |
2,895
| – | – | 0.01% | 418 |
|
2019
Q3 | $492K | Sell |
2,895
-3
| -0.1% | -$510 | 0.01% | 377 |
|
2019
Q2 | $596K | Sell |
2,898
-6,048
| -68% | -$1.24M | 0.02% | 359 |
|
2019
Q1 | $1.73M | Sell |
8,946
-684
| -7% | -$132K | 0.07% | 176 |
|
2018
Q4 | $1.54M | Sell |
9,630
-633
| -6% | -$101K | 0.07% | 176 |
|
2018
Q3 | $1.5M | Sell |
10,263
-967
| -9% | -$141K | 0.05% | 208 |
|
2018
Q2 | $1.36M | Buy |
11,230
+325
| +3% | +$39.4K | 0.05% | 215 |
|
2018
Q1 | $1.39M | Sell |
10,905
-169
| -2% | -$21.5K | 0.05% | 215 |
|
2017
Q4 | $1.13M | Sell |
11,074
-2,021
| -15% | -$206K | 0.04% | 240 |
|
2017
Q3 | $1.38M | Buy |
13,095
+1,940
| +17% | +$204K | 0.05% | 223 |
|
2017
Q2 | $1.08M | Sell |
11,155
-635
| -5% | -$61.6K | 0.04% | 243 |
|
2017
Q1 | $982K | Sell |
11,790
-2,066
| -15% | -$172K | 0.04% | 246 |
|
2016
Q4 | $916K | Buy |
+13,856
| New | +$916K | 0.04% | 257 |
|