United Capital Financial Advisors’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
50,484
+180
| +0.4% | +$43.2K | 0.1% | 162 |
|
|
2025
Q1 | $11.7M | Buy |
50,304
+2,148
| +4% | +$502K | 0.1% | 158 |
|
|
2024
Q4 | $12.4M | Sell |
48,156
-2,195
| -4% | -$566K | 0.1% | 156 |
|
|
2024
Q3 | $12.3M | Sell |
50,351
-3,653
| -7% | -$893K | 0.1% | 162 |
|
|
2024
Q2 | $12.1M | Buy |
54,004
+27,787
| +106% | +$6.21M | 0.1% | 162 |
|
|
2024
Q1 | $7.15M | Buy |
26,217
+23,466
| +853% | +$6.4M | 0.06% | 219 |
|
|
2023
Q4 | $759K | Buy |
+2,751
| New | +$759K | 0.01% | 620 |
|
|
2021
Q3 | – | Sell |
-970
| Closed | -$232K | – | 1242 |
|
|
2021
Q2 | $232K | Sell |
970
-11
| -1% | -$2.63K | ﹤0.01% | 1104 |
|
|
2021
Q1 | $244K | Sell |
981
-1,119
| -53% | -$278K | ﹤0.01% | 1046 |
|
|
2020
Q4 | $503K | Sell |
2,100
-25,125
| -92% | -$6.02M | ﹤0.01% | 843 |
|
|
2020
Q3 | $5.86M | Buy |
+27,225
| New | +$5.86M | 0.04% | 315 |
|
|
2020
Q1 | – | Sell |
-22,298
| Closed | -$3.67M | – | 1364 |
|
|
2019
Q4 | $3.67M | Buy |
22,298
+227
| +1% | +$37.3K | 0.02% | 476 |
|
|
2019
Q3 | $3.75M | Buy |
22,071
+2,430
| +12% | +$413K | 0.03% | 475 |
|
|
2019
Q2 | $4.04M | Buy |
19,641
+1,557
| +9% | +$320K | 0.03% | 460 |
|
|
2019
Q1 | $3.49M | Buy |
18,084
+1,387
| +8% | +$267K | 0.02% | 475 |
|
|
2018
Q4 | $2.67M | Sell |
16,697
-401
| -2% | -$64K | 0.02% | 492 |
|
|
2018
Q3 | $2.5M | Buy |
17,098
+3,514
| +26% | +$513K | 0.02% | 559 |
|
|
2018
Q2 | $1.65M | Buy |
13,584
+2,641
| +24% | +$320K | 0.01% | 639 |
|
|
2018
Q1 | $1.39M | Buy |
+10,943
| New | +$1.39M | 0.01% | 685 |
|
|
2017
Q4 | – | Sell |
-6,450
| Closed | -$680K | – | 1361 |
|
|
2017
Q3 | $680K | Buy |
6,450
+1,461
| +29% | +$154K | 0.01% | 876 |
|
|
2017
Q2 | $484K | Buy |
+4,989
| New | +$484K | ﹤0.01% | 929 |
|