Synergy Financial Group’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Sell
2025
Q2
$316K Sell
2025
Q1
$308K Buy
2024
Q4
$338K Buy
2024
Q3
$318K Hold
2024
Q2
$291K Hold
2024
Q1
$355K Sell
2023
Q4
$361K Sell
2023
Q3
$285K Hold
2023
Q2
$300K Sell
2023
Q1
$286K Sell
2022
Q4
$283K Hold
2022
Q3
$257K Hold
2022
Q2
$236K Hold
2022
Q1
$405K Hold
2021
Q4
$462K Buy