Synergy Financial Group’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
1,315
-5
-0.4% -$1.2K 0.23% 80
2025
Q1
$308K Buy
1,320
+10
+0.8% +$2.34K 0.28% 73
2024
Q4
$338K Buy
1,310
+10
+0.8% +$2.58K 0.28% 67
2024
Q3
$318K Hold
1,300
0.3% 60
2024
Q2
$291K Hold
1,300
0.3% 62
2024
Q1
$355K Sell
1,300
-6
-0.5% -$1.64K 0.4% 54
2023
Q4
$361K Sell
1,306
-22
-2% -$6.07K 0.44% 49
2023
Q3
$285K Hold
1,328
0.4% 57
2023
Q2
$300K Sell
1,328
-59
-4% -$13.3K 0.4% 55
2023
Q1
$286K Sell
1,387
-303
-18% -$62.6K 0.47% 53
2022
Q4
$283K Hold
1,690
0.56% 51
2022
Q3
$257K Hold
1,690
0.39% 70
2022
Q2
$236K Hold
1,690
0.37% 71
2022
Q1
$405K Hold
1,690
0.43% 59
2021
Q4
$462K Buy
+1,690
New +$462K 0.41% 59