TBWA
Three Bridge Wealth Advisors’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
2,017
+165
| +9% | +$39.6K | 0.13% | 70 |
|
|
2025
Q1 | $432K | Hold |
1,852
| – | – | 0.15% | 64 |
|
|
2024
Q4 | $478K | Hold |
1,852
| – | – | 0.17% | 62 |
|
|
2024
Q3 | $453K | Hold |
1,852
| – | – | 0.17% | 63 |
|
|
2024
Q2 | $414K | Hold |
1,852
| – | – | 0.16% | 65 |
|
|
2024
Q1 | $505K | Hold |
1,852
| – | – | 0.2% | 62 |
|
|
2023
Q4 | $511K | Hold |
1,852
| – | – | 0.18% | 61 |
|
|
2023
Q3 | $398K | Hold |
1,852
| – | – | 0.17% | 64 |
|
|
2023
Q2 | $418K | Hold |
1,852
| – | – | 0.18% | 63 |
|
|
2023
Q1 | $383K | Hold |
1,852
| – | – | 0.18% | 61 |
|
|
2022
Q4 | $310K | Hold |
1,852
| – | – | 0.17% | 64 |
|
|
2022
Q3 | $282K | Hold |
1,852
| – | – | 0.14% | 70 |
|
|
2022
Q2 | $259K | Hold |
1,852
| – | – | 0.13% | 74 |
|
|
2022
Q1 | $443K | Buy |
+1,852
| New | +$443K | 0.12% | 60 |
|