Valeo 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 | $748K | Buy |
3,118
+941
| +43% | +$226K | 0.02% | 358 |
|
|
2025
Q1 | $508K | Buy |
2,177
+317
| +17% | +$74K | 0.01% | 409 |
|
|
2024
Q4 | $480K | Buy |
1,860
+103
| +6% | +$26.6K | 0.01% | 412 |
|
|
2024
Q3 | $429K | Buy |
1,757
+530
| +43% | +$130K | 0.01% | 442 |
|
|
2024
Q2 | $274K | Buy |
1,227
+269
| +28% | +$60.1K | 0.01% | 528 |
|
|
2024
Q1 | $245K | Buy |
958
+39
| +4% | +$9.97K | 0.01% | 559 |
|
|
2023
Q4 | $254K | Buy |
+919
| New | +$254K | 0.01% | 542 |
|
|
2022
Q2 | – | Sell |
-985
| Closed | -$236K | – | 595 |
|
|
2022
Q1 | $236K | Buy |
985
+29
| +3% | +$6.95K | 0.01% | 478 |
|
|
2021
Q4 | $261K | Sell |
956
-27
| -3% | -$7.37K | 0.01% | 425 |
|
|
2021
Q3 | $246K | Buy |
+983
| New | +$246K | 0.01% | 421 |
|
|
2021
Q2 | – | Sell |
-405
| Closed | -$101K | – | 1715 |
|
|
2021
Q1 | $101K | Buy |
405
+3
| +0.7% | +$748 | ﹤0.01% | 602 |
|
|
2020
Q4 | $96K | Buy |
402
+153
| +61% | +$36.5K | ﹤0.01% | 576 |
|
|
2020
Q3 | $54K | Buy |
249
+12
| +5% | +$2.6K | ﹤0.01% | 624 |
|
|
2020
Q2 | $44K | Buy |
237
+29
| +14% | +$5.38K | ﹤0.01% | 746 |
|
|
2020
Q1 | $30K | Sell |
208
-51
| -20% | -$7.36K | ﹤0.01% | 746 |
|
|
2019
Q4 | $43K | Sell |
259
-172
| -40% | -$28.6K | ﹤0.01% | 700 |
|
|
2019
Q3 | $73K | Sell |
431
-59
| -12% | -$9.99K | 0.01% | 504 |
|
|
2019
Q2 | $101K | Buy |
490
+75
| +18% | +$15.5K | 0.01% | 434 |
|
|
2019
Q1 | $80K | Sell |
415
-385
| -48% | -$74.2K | 0.01% | 453 |
|
|
2018
Q4 | $128K | Sell |
800
-1,322
| -62% | -$212K | 0.02% | 329 |
|
|
2018
Q3 | $282K | Buy |
2,122
+1,505
| +244% | +$200K | 0.04% | 227 |
|
|
2018
Q2 | $85K | Buy |
617
+600
| +3,529% | +$82.7K | 0.01% | 432 |
|
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1219 |
|