SP
SWS Partners’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
+5,441
| New | +$1.31M | 0.35% | 86 |
|
|
2025
Q1 | – | Sell |
-5,051
| Closed | -$1.3M | – | 118 |
|
|
2024
Q4 | $1.3M | Sell |
5,051
-809
| -14% | -$209K | 0.39% | 86 |
|
|
2024
Q3 | $1.43M | Sell |
5,860
-645
| -10% | -$158K | 0.46% | 79 |
|
|
2024
Q2 | $1.45M | Buy |
6,505
+1,854
| +40% | +$414K | 0.43% | 81 |
|
|
2024
Q1 | $1.27M | Sell |
4,651
-58
| -1% | -$15.8K | 0.38% | 81 |
|
|
2023
Q4 | $1.3M | Sell |
4,709
-76
| -2% | -$21K | 0.42% | 77 |
|
|
2023
Q3 | $1.03M | Buy |
4,785
+27
| +0.6% | +$5.8K | 0.38% | 83 |
|
|
2023
Q2 | $1.08M | Sell |
4,758
-44
| -0.9% | -$9.95K | 0.39% | 84 |
|
|
2023
Q1 | $992K | Buy |
+4,802
| New | +$992K | 0.37% | 89 |
|
|
2022
Q4 | – | Sell |
-6,311
| Closed | -$961K | – | 106 |
|
|
2022
Q3 | $961K | Buy |
6,311
+38
| +0.6% | +$5.79K | 0.45% | 80 |
|
|
2022
Q2 | $876K | Buy |
6,273
+14
| +0.2% | +$1.96K | 0.74% | 59 |
|
|
2022
Q1 | $1.5M | Sell |
6,259
-1,141
| -15% | -$273K | 0.98% | 54 |
|
|
2021
Q4 | $2.02M | Buy |
7,400
+182
| +3% | +$49.7K | 1.15% | 42 |
|
|
2021
Q3 | $1.8M | Buy |
+7,218
| New | +$1.8M | 1.12% | 42 |
|
|
2019
Q3 | – | Sell |
-2,334
| Closed | -$334K | – | 118 |
|
|
2019
Q2 | $334K | Buy |
+2,334
| New | +$334K | 0.21% | 93 |
|
|
2018
Q4 | $314K | Buy |
1,969
+39
| +2% | +$6.22K | 0.24% | 78 |
|
|
2018
Q3 | $282K | Buy |
1,930
+191
| +11% | +$27.9K | 0.18% | 89 |
|
|
2018
Q2 | $211K | Buy |
+1,739
| New | +$211K | 0.15% | 94 |
|